HSA Portal Onboarding & Implementation Resource Page
Welcome to Fidelity HSA—we’re excited to have you onboard! You’ll complete your implementation in three simple steps through our HSA Guided Setup Portal
First, a few helpful reminders:
- We’ll send timely reminders to help keep everything on track
- Please join a PSW® onboarding session for a guided platform overview
1. HSA program setup
Start by reviewing the HSA Program Setup Checklist which outlines the data you will need to provide Fidelity for your program setup.
If you need hands-on support at any point, please contact the HSA Enablement Team. *
2. Submit enrollment record file data
Once your program is activated (typically the next business day), you can upload your enrollment file. Submitting your enrollment records will trigger a Fidelity communication to HSA-eligible employees that direct them to NetBenefits® to open their account.
For file support or troubleshooting, please contact your Fidelity CSA team. Please include “Plan” and your 5 digit HSA program ID. *
3. Submit your contribution file
Finally, submit your contribution data file indicating funding amounts and sources.
Your implementation is complete once your first contribution has been accepted and successfully processed.
*Please refer to your email with the subject line: ‘Next steps for your HSA Guided Setup’ for their contact information.
Resources at your fingertips
To make this as seamless as possible, you have access to:
- Step-by-step walkthroughs with detailed instructions
- A full HSA Resource Library for Plan Sponsors
Beyond implementation, you’ll have a dedicated network to provide ongoing support you can count on.
Client Service Administration (CSA)
The Client Service Administration team is ready to assist you and your team with program administration and operational questions. Your go-to for:
- Employee data updates
- File uploads, funding, and error resolution
- Reporting support within PSW
Support for Your Employees
Our Fidelity HSA Service Center is available to assist your team directly:
800-544-3716 (select the HSA prompt)
The Fidelity HSA Service Center can also be reached by dialing the same number your employees use for their retirement plan-related questions.
HSA Administration Tools
Once your HSA program is set up in the portal, these short videos will help you manage your HSA Administration.
- How to Load an HSA Enrollment File to PSW®
- How to Load an HSA Contribution File to PSW®
- PSW HSA Reporting and Resources
Please bookmark the HSA Employer Resource Center for more administration resources.