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May 2024 Advisor Newsletter



Crafting Your Unique Corner in the Market

A recent post by Dave Patriarche got me contemplating the significance of finding a niche within the financial services industry. It's a pursuit that's both daunting and rewarding, as I've personally experienced in my career.



 

Advisor Platform Introduction

Its finally here!  Take a complete walkthrough of the myHSA Advisor Platform and learn how to set up groups, use the Advisor microsite, add employees, learn the admin fees and taxes and more with this guided video.  Whether you are new to our platform, or a seasoned pro who has been with us from day one, this video can help you with just about anything related to our Advisor Platform.


 

myHSA Help Articles 

Our incredible Support staff are always adding to our library of answers for Frequently Asked Questions! With everything from making claims, definitions of common (and not-so-common) terms, eligibility, and so much more, everything you need to know about myHSA is available anytime.



 

Platform Updates

New and Improved Clients Tab

Looking to add a new client? Clients tab. Looking to edit an existing client? Clients tab. Looking to add or see your client's employee list? ...you guessed it, Clients tab! As a busy advisor navigating multiple provider sites, we want to make your life as easy as possible by putting everything you need to know in one handy location. 

Missing your Employees tab? Easily navigate back to the full employee listing by heading to Clients and clicking the "VIEW AND SEARCH ALL EMPLOYEES" button.

 

Have you recently launched a group? Curious to see how it's going?

Go to the Employees section of the Client's profile - and check out the Engagement column.  If you don't see a red icon, the employee has already successfully used their account.



App Update

Exciting news! We're rolling out a cool new feature: push notifications for claim updates. Click here for everything you need to know

 

SOC 2 Type 2 Certification

Security has always been the highest priority for myHSA. We pursued and achieved SOC 2 Type 1 certification in 2021, but as we’ve grown, ensuring our client's data is safe and secure will continue to be a priority. Click here to learn more

 

Did You Know?

Advisor deposit statements can be sent to other email addresses other than the advisor. If there is a department you need them sent you, please let us know and we can have them automatically forwarded to that email address each month.


 

myASO

We have a plan option that many advisors haven't even heard about and if they have, chances are they're not aware of all the innovative ways it can be used. We call it myASO, although it used to go by the name myDefined… which some argue might be an even better fit.



 

Meet your Account Team


Kyle: Account Executive

 

When to contact Kyle?

Prospecting & Sales, positioning of the different plans, business development and strategies through spending accounts!

 







Justine: Account Manager

 

When to contact Justine?

Large Client demos and implementation, effectively using the platform, best practices for onboarding and transferring groups.

 




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