Ongoing Monthly Engagement


Health Savings Accounts

Schedule

Message Summary Call to Action
February Getting to know
your account
Register for the portal
Download the mobile app
Make contributions
View eligible item
Log into your account

March HSA myths debunked Access your account
Calculate long-term savings

April Easy spending and
direct deposit
View eligible items
Use debit card / watch video
Set up direct deposit
Shop at Marketplace
Shop at HSA Store

May Saver or spender Complete an online quiz

June Contribute to your HSA Make a contribution in
the WealthCare portal

July HSA Store promotion

View eligible items
Shop at HSA Store
Shop at Marketplace

August Long-term savings potential Watch investment video
Log into your account
Calculate long-term savings

September Re-enroll next year View account summary
Calculate long-term savings

October Contribute before end
of tax season
Make a contribution in the
WealthCare Portal

November End of year recap View account summary

December Tax forms View account summary


Health Flexible Spending Accounts

Schedule

Message Summary Call to Action
February Getting to know
your account
Access FSA
Register for the portal
Download the mobile app
Set up direct deposit
View eligible item
Log in now

March Easy Spending View eligible items
Shop at Marketplace
Watch debit card video
Shop at FSA Store

April Get reimbursed faster Use debit card / watch video
Set up direct deposit

May Saving Receipts Save receipts (no button)

June Seasonal spending Shop at FSA Store
Shop at Marketplace
Watch eligibility video

July Mobile App

Download Mobile App

August FSA Store promotion

View eligible items
Shop at FSA Store
Use prescriptions at FSA Store
Shop at Marketplace

September Re-enroll next year View account summary

October Planning next year's election
Watch election planning video 
Calculate estimated annual healthcare expenses

November Encourage end of
year spending
Shop at FSA Store
View eligible items
Check your account
Shop at Marketplace

December End of year recap View account summary