Welcome to the Help Center

Updated Articles

  1. Change Investments - HSA

    Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages.  1.   Log In to your online account. If you cannot remember your log in or need help with the log in process, ...
  2. Setting Up Health Savings Brokerage Account

    Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...
  3. Setting Up Health Savings Brokerage Account

    Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...
  4. HSA Investment Options

    The Sentinel HSA is a simple way to create a smart HSA investment strategy. Your initial funds will be allocated to the HSA default fund, the HCB Interest Bearing Account. Once your account balance exceeds $1,000, you may allocate HSA funds to oth...
  5.  Navigating Your Online Account

    Review the guide below to get the most from your online account. For a quick highlight of commonly used features online click HERE . ...
  6.  Participant Website Navigation Guide

    View our Participant Website Navigation Guide to learn how to get the most from your online retirement account. ...
  7. Updating Contact Information

    Keeping your email address, mailing address and phone number up-to-date is important so we can quickly and easily contact you if you forget your password or to verify certain online account activity. You’ll also be required to participa...
  8.  Move Money

    Show Me How to Transfer Between Investments To manage your investments or contributions, choose Manage Investments from the Manage My Account  menu.  From here you can update your future investment elections by selec...
  9.  Move Money Within Your Account

    Review the guide below to learn more about the ways to move money between investments within your retirement account. ...
  10. Opting Out Of Your Retirement Plan

    Employers can automatically enroll employees in a plan, such as a 401(k) or 403(b), and place contributions deducted from employees’ paychecks into certain predetermined investments, unless the employees decide otherwise. Participants have the opp...