HSA Portal Onboarding & Implementation Resource Page

Tools that can help you set up your HSA program in the HSA portal:

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HSA Guided Portal Access: HSA Guided Setup Portal

Reference: Step-by-step job aid to assist program set up in the HSA Portal (link slides)

The top 3 easy steps to begin setting up your HSA program:

Step 1 – HSA Program Set up
Review the HSA Program Setup Checklist, which explains the data you will need to provide Fidelity for your program set up
Step 2 – Submit enrollment record file data.
Once the HSA program is live in the portal (typically on the next business day after Step 1 is completed) you will be ready to submit enrollment data. This file is used to tell Fidelity who enrolled in the HSA-eligible health plan and is eligible to contribute to an HSA. Submitting your enrollment records will trigger a Fidelity communication to HSA-eligible employees that direct them to NetBenefits^® to open an HSA
Step 3 – Submit your contribution file.
The contribution data file tells Fidelity the amount and source of the contributions flowing into your employees' account. Your implementation is considered complete once your first contribution file has been accepted and successfully funded.

As you move through each step of the process, you may receive reminder emails to help ensure the necessary data is being provided to Fidelity in a timely manner to support the launch of your HSA program.

Support Assistance: If you need support during the HSA Guided Set-Up process please reach out to our The HSA Enablement team via e-mail at HSAenablement@fmr.com.

HSA Administration Tools

Once your HSA program is set up in the portal, these short videos will help you manage your HSA Administration.

Visit our HSA Employer Resource Center for more administration resources