Consociate - Benefits at Work

The HSA Plan Portal

Managing your HSA plan benefits is easier than ever. Your HSA Plan Portal lets you access your HSA contributions, distributions, and investment information securely, easily, and online. That means important benefit information is available at the click of a mouse!

Man with Computer

Features of Your HSA Plan Portal

  • ‚ÄčAnytime, anyplace access to your HSA
  • Online election changes
  • Download HSA information and forms and receive notifications
  • Integrated access to your investment portal (only need to remember one username and password)
  • Fund performance and prospectus information for several available mutual funds
  • Paperless administration
  • Upload receipts and track expenses
  • View up-to-the-minute account balances
  • View your account activity details
  • ‚ÄčAnytime, anyplace access to your HSA
  • Online election changes
  • Download HSA information and forms and receive notifications
  • Integrated access to your investment portal (only need to remember one username and password)
  • Fund performance and prospectus information for several available mutual funds
  • Paperless administration
  • Upload receipts and track expenses
  • View up-to-the-minute account balances
  • View your account activity details

First Time Registration is Simple

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Your Username is your first name and the last four digits of your social security number.

example: JOHN1234

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Your Password is your last name and the last five digits of your social security number.

example: SMITH12345

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Your Username is your first name (all in capital letters) and the last four digits of your social security number.

example: JOHN1234

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Your Password is your last name (all in capital letters) and the last five digits of your social security number.

example: SMITH12345

Please change your username after setting up your account!

Problems registering? Call Consociate Customer Care at 800-798-2422.

Your HSA Plan Portal Even Has a Mobile App

  • Access account balances on iOS and Android devices
  • Receive text message alerts on account balances and more
Consociate app