Integrate empower communicate
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Integrate empower communicate. Integrate Empower Communicate. Flexible Spending Accounts Health Reimbursement Arrangements Commuter Transit and Parking Accounts Health Savings Accounts COBRA Administration Integrated CDHC Solutions. It’s Time To Get Connected.

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Integrate Empower Communicate

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Integrate empower communicate

Integrate Empower Communicate

  • Flexible Spending Accounts

  • Health Reimbursement Arrangements

  • Commuter Transit and Parking Accounts

  • Health Savings Accounts

  • COBRA Administration

  • Integrated CDHC Solutions

It’s Time To Get Connected

Building Employee Engagement in CDH Account Plans

  • Introducing The WealthCare Administration System

Pillars of Employee Engagement


Convenience of Access and Use

Self Service EmpowermentTools

Motivation and Communication

Integrated Consumer Engagement Resources

Single Stacked Debit Card Payment Solution

Convergence of Health and Wealth

myFlexResourceBenefits Card

WealthCareHR Administration

WealthCarePortal & Mobile



WealthCare Portal Features

  • Integrated online consumer experience for all CDH accounts: FSA, HRA, HSA, Dependent Care Assistance Plan, Commuter Transit/Parking, Deductibles and more.

  • Option to brand with client logo.

  • Online enrollment into any account.

  • View all benefit accounts available to the participant in order of reimbursement.

  • Plan year, balances and contribution information.

  • Ability to drill into account to seedetailed plan information.

WealthCare Portal Core Features

  • HSA Features: HSA Statements, Fund your HSA, Bill Payment and integrated investments.

  • Communication history for communication alerts + opt-in/opt-out of messages.

  • Report card lost/stolen and request a new card.

  • Submit claims/add receipts online or through Mobile Application.

  • Premium CDH education, calculators, flash videos, presentations and modeling tools -

Self Service Empowerment Tools

  • WealthCare Portal

    • Online Enrollment

      • Customizable by employer

    • Online Claims Submission

      • Integration with imaging solution

  • Event Based Consumer Notifications via email

    • Monthly Account Statement

    • Card Swipe Documentation Required

    • Benefits Card Mailed

    • Manual Claim Entered

    • More!

  • WealthCare Mobile

    • Download App for Android and iphone

    • View Account Balances

    • View Transaction History

    • View Manual Claim Details

500M users will have health apps by 2015 (Research2Guidance)

49% of adults own a smartphone (Pew)

60% of doctors believe health apps will reduce office visits

88% of doctors support patients monitoring their health at home

More than 15,000 medical & healthcare apps available

WealthCare Mobile

  • Mobile Application Statistics

Employees Are Becoming addicted To Their Mobile Devices

WealthCare Mobile

Do you check your mobile device during downtime? 88% of users do.

68% of Mobile Device owners sleep with their device next to their bed.

WealthCare Mobile

  • Downloadable Android and iPhone Applications

  • Authenticates users with WealthCarePortal username/password

  • Balances and Plan information

  • Transaction History and Detail

  • Submit Claims (upload claims and receipt direct to WealthCare Portal)

  • View Emails

  • Fund HSA/HSA Bill Pay

WealthCare Portal – ParticipantLogin

Click here to login

Click here to register

Participant Portal – Benefit Account Summary

  • Participant Portal – Benefit Account Details

Participant Portal – Transaction History

Participant Portal –Account Details

Participant Portal – Submit A Claim

Participant Portal – My Plan’s Forms & Documents

Summary Plan Description

Participant Portal – My Profile

Participant Portal – Debit Card

  • Single card multi stacked account payment solution connects all accounts

    • Advanced auto substantiation technology logic

    • Auto Substantiation of debit card transactions above 90%

    • The #1 Factor in Participant Satisfaction

Participant Portal – Debit Card Lost/Stolen

Participant Portal – Communications -Announcements

Participant Portal – Communication Settings

Participant Portal – Enrollment

Participant Portal – Resources

Participant Portal – Resources FSA Video Library

Participant Portal – FSA Tools & Calculators

Participant Portal – FSA Forms and Online Resources

Participant Portal – Frequently Asked Questions

WealthCare Portal – HR Administrator Login

Click here to login

  • Employer Portal - Login

Enter Your Assigned User ID & Password

TIP: Bookmark This Page

  • Employer Portal – HR Administration

  • HR access to the following:

  • Employer

  • Reports

  • Transactions

  • Employee

  • Employer Portal – Employer Demographics

Check Demographics


Employer ID

  • Employer Portal – Search Employees

Click on Employee name to view detail.

  • Employer Portal – Employee Home

Individual employee benefit account information

  • Employer Portal – Employee Benefit Accounts

Drill down into employee account set-up information

  • Employer Portal – Transaction History

Transaction details will appear in a table – click the column titles to sort

  • Employer Portal – Transaction Reports

Click Transactions for reports regarding manually submitted claims (such as the Manual Claim Reimbursement report)

  • Employer Portal – Manual Claim Reimbursement

  • Employer Portal – Enrollees Reports

Click Enrollees for reports regarding available employee funds (such as the Enrollee Account Balance report)

  • Employer Portal – Enrollee Account Balance Report


Employee Status: select only New and Active – optionally you may also select to see data for Terminated employees

Generated reports can be retrieved by clicking View under Result

Click Generate to run the report

  • Employer Portal – Requested Reports Status

If report is Queued – Click on View to Refresh

If there was no data with the specific parameters you set the Status will show NoData

To open the resulting report, click on the “Report Name”

  • Employer Portal – Enrollee Account Balance

  • Come Play in our Portal!

Participant Role Play

Cool, Joseph username: josephcool

  pw: Test9979              security answers: 1960

myFlexResource1  username: myflexresource1 

pw: Test1234   security answers: 1960


HR Role Play

User Id: myabgdemo

pw: DemoAbg1

  • Sales and Marketing

Bob Cummings @ ext. 211 -

Support -

Claims -

Tel: 800-499-3539Fax: 877-723-0147

  • Login