- Dashboard view with a real-time snapshot of all employer groups at one time.
- Ability to view detailed account information for each employer group, including open, pending and future-dated accounts.
- Ability to access detailed monthly reporting for every employer group as well as run custom aggregated reports.
- Reporting tools that perform a variety of functions such as sorting key accountholder information and providing average account balances, to monitoring contribution and distribution activities, regardless of size of account.
UMB Launches Online HSA Management Tool For Business Partners
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