Advisor Portal — HSAMatch

Set up your advisor practice

Your firm name appears on client audit packets and opportunity reports. You'll see client status and balances — never their medical documents.

Firm name Report disclosure (optional)

Client	Substantiated	Reimbursable	Awaiting confirm	Tax proof	1099-SA	Integrity	Report

Summary numbers only — client documents never appear in this portal. Clients can revoke access at any time.