Education & Tools

Welcome to the Education & Tools section, your one-stop resource. As your partner, our goal is to provide you with the resources you need to be successful. Whether that means hosting a webinar, providing communication resources or helping with enrollment, we have your back.

Within this section, you will find several helpful tools, including:

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.

Webinar Recording How Benefits Might Change in 2017

Join our team of industry experts for a lively discussion about each candidate’s healthcare platform—where they’re aligned and where they differ—and the potential impact their plans could have on employee benefits and businesses.‡

Take the guesswork out of HSA Administration

The UMB HSA empowers you with robust analytics, reporting tools and the communication support you'd expect from a top 10 HSA custodian