API Ref | Part | Account APIs

Account APIs | Participant

Account APIs let you embed statements, tax forms, enrollment, bank account and related functionality into your participant products. With these APIs participants will be able to view their account balance, update their contribution amount or make withdrawals. You could also build reporting tools that retrieve employer or participant account data and generate custom reports for plan administrators.

Click on an API to view the available operations.

HSA Statements API

Get an HSA statement list, display delivery options, and HSA statement options for reassociated accounts

Enrollment API

Embed initial or annual enrollment including enrollment plan options, managing beneficiaries, verifying identification, and flex account options

Participant Account API

Account summary, coverage period details, service categories, interval tracker details, balance due, and employee disclosures

HSA Tax Forms API

Get account holder tax form information, tax form delivery options, and tax forms for reassociated accounts

Participant HSA API

View and update participant HSA bank information, payment details, and contributions including external bank accounts