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 hsa.administration@umb.com to find out how.
For Your Employees
Compelling reasons on how to benefit from an HSA now and in the future.
Ways to save in the HSA and options to pay eligible expenses.
Comprehensive listing of HSA eligible medical expenses.
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.
Using time-tested mutual fund selection methodologies, UMB has hand-picked quality funds for your personal UMB HSA Saver® portfolio.
For You
Helps you understand the benefits of a UMB Healthcare Services’ HSA
Helps you know exactly what to expect and plan for when implementing an HSA
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.

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