Statements

Will I receive a statement from UMB

You will receive a quarterly paper statement in the mail and also be able to view your statements online. If you prefer, you may choose to go paperless. UMB will send an email notifying you when your statement is available online to view, print or save. (18 months of statements are always available.) As a result of your selection to go paperless, you will no longer receive a paper statement in the mail as of your first statement cycle after you enroll.

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

You’ll hear from HSA experts who will cover key topics that your clients and other HSA account holders probably don’t understand and discuss several lesser-known strategies to help them take their HSA game to the next level.‡

Healthcare Payment Solutions to fit your needs.

See how UMB Healthcare Services can serve YOU.