Implementation Toolkit

Whether your clients are implementing an HSA for the first time or switching custodians, they want it to be easy and painless. UMB can help. We’ve got every step covered, so your clients and their employees will get the best possible experience.

Our Implementation Toolkit includes simple tools and resources that will support your clients’ health savings account administrators in designing their high-deductible health plan with health savings account. No surprises around the corner—they’ll know exactly what to expect and how to prepare when implementing this kind of plan. And they’ll love that you gave them the road map to successfully implement it.

Learn More

Get more details about the Implementation Toolkit and what it can do for your clients.

Get the Toolkit Now!

If you’re a UMB business partner, contact your sales representative to get the Implementation Toolkit into your clients’ hands now. If you are a broker or agent, you can also download the toolkits through the portal.

Not a UMB business partner? You should be! Contact us today.

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Introducing UMB HSA Saver

UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.