Yes.
MaxHSA works with Footprint to confirm your identity, and Plaid to connect your personal accounts to your MaxHSA account. These firms are compliant with all federal banking regulations related to data security. Your information is encrypted and stored in their vault. For more information on how MaxHSA handles your data please review their Privacy Policy.
To use MaxHSA, you will link:
See the Terms and Conditions for more information.
Yes.
Money transferred to your HSA through MaxHSA counts toward the annual IRS HSA contribution limit.
If you are already contributing to your HSA through payroll deductions or personal contributions, you should monitor your total contributions to avoid exceeding the annual limit. If you are approaching your annual limit late in the calendar year, you can pause MaxHSA transfers to your HSA. You will continue to generate Roundups and Cashback Rewards. These funds will remain in your Max HSA until they can be deposited into your HSA the following calendar year. This way, they will apply to the new year’s contribution limit.
See the Terms and Conditions for more information.
Yes.
You have full control over your account and can:
See the Terms and Conditions for more information.
Yes.
You can increase your savings by choosing a higher roundup value. Instead of rounding only to the nearest one dollar on each purchase, you have the flexibility to select:
Increasing the Roundup value allows you to grow your HSA contributions faster.
Example:
Purchase: $39.78
Roundup saved: $0.22
You can change the Roundup value in your MaxHSA settings from the nearest dollar to 1, 2, or 3 dollars.
|
Roundup Value |
Nearest Dollar |
$1 |
$2 |
$3 |
|
Purchase Amount |
$39.78 |
$39.78 |
$39.78 |
$39.78 |
|
Roundup Amount |
$0.22 |
$1.22 |
$2.22 |
$3.22 |
See the Terms and Conditions for more information.
