Does UMB provide statements?

Accountholders will receive a quarterly paper statement in the mail and are also be able to view their statements online. If preferred, individuals may choose to go paperless. UMB will send an email notifying the individual accountholder when their statement is available online to view, print or save. The past 18 months of statements are always available. As a result of their selection to go paperless, they will no longer receive a paper statement in the mail as of the first statement cycle after they enroll. Read our E-Statements Frequently Asked Questions for more information.

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.

How to Use ReceiptVault

Easily track and manage your healthcare receipts using ReceiptVault.

HSA FAQ Resource

Find answers to your most common HSA questions in our comprehensive HSA FAQs section.