Marketing & Sales Toolkit/Resources

Check out these helpful marketing and sales materials. Anyone can access the brochures and flyers. UMB customers can get the communication and implementation toolkits—and other business-building tools—by calling 855.664.4160 or email to find out how.

For Your Employees

HSA 101 Brochure (for accountholders)

Compelling reasons on how to benefit from an HSA now and in the future.

Saving and Spending Flyer (for accountholders)

Ways to save in the HSA and options to pay eligible expenses.

Eligible Medical Expenses Flyer

Comprehensive listing of HSA eligible medical expenses.

UMB HSA Saver Brochure

UMB HSA Saver simplifies investing by pairing the knowledge and experience of UMB Investment Management with an intuitive design to create a powerful yet easy investment tool.

UMB HSA Saver Mutual Fund List

Using time-tested mutual fund selection methodologies, UMB has hand-picked quality funds for your personal UMB HSA Saver® portfolio.

For You

Employer Brochure

Helps you understand the benefits of a UMB Healthcare Services’ HSA

Implementation Toolkit

Helps you know exactly what to expect and plan for when implementing an HSA

Benefit Communication Toolkits

Helps you launch a new high-deductible plan with HSA during annual enrollment and keep the communication going all year long

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 RecepitVault

How to Use ReceiptVault

Easily track and manage your healthcare receipts using ReceiptVault.

HSA FAQ Resource

HSA FAQ Resource

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