How do I set up eStatements for my Health Savings Account?

You can set up free eStatements for your HSA through Online Banking or the Mobile App.

• Go to theHSAauthority.com. Look for the gray box in the upper right, where you can sign in or enroll in online access.
• Once signed in, under eStatements, select eStatement Preferences.
• Select the appropriate account.
• Click Submit.
• Read the Electronic Statement Authorization Agreement.
• Enter the six-character Confirmation Code you’ll receive and click Continue.
• Verify the email address where statement notifications should be sent and click Accept.

• Log in to your account through the Mobile App.
• Tap on the More menu button at the bottom of the screen.
• Select eStatement Preferences and check the box next to the account(s) for which you want to receive eStatements. Tap Save Changes. 
• On the confirmation page, tap View Disclaimer to receive your Confirmation Code.
• Read the Electronic Statement Authorization Agreement (eStatement Terms and Conditions). Your confirmation code will be visible at the end of the document. Copy this number and scroll down the page.
• Enter or paste the six-character Confirmation Code and select Continue.
• Read the Consent and Authorization.
• Enter and verify the email address where statement notifications should be sent and select Accept.

If you have questions, please contact us at 1-888-472-8697.