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 you navigate the portal, we have your back.

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

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