The Alerts & Communications APIs facilitate the exchange of information between participants and administrators, including notifications, contact information, and document management for participant accounts.
Click on an API to view the available operations.
Build a document management system to upload, retrieve or delete participant documents, and store documents within a participant's account.
Build a messaging system that allows plan administrators to communicate with participants, or sends custom emails to participants based on their account activity.
Get account holder tax form information, tax form delivery options, and tax forms for reassociated accounts.
Get an HSA statement list, display delivery options, and HSA statement options for reassociated accounts.
Let participants see the document queues associated with an Admin or Data Partner and upload documents to them.
Let participants manage their notifications and notification settings including which communications they want alerts for, and whether to receive them via text or email.
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