How to Transfer Money Between HSA Accounts at UMB

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Online steps to transfer HSA funds

If you have Health Savings Accounts (HSA) at UMB and need to transfer money between them, you have a few options to facilitate this process seamlessly. Here are the steps to transfer money between HSA accounts at UMB:

Speed and convenience of online transfers

• Login to your UMB online banking account.
• Select the option for transferring funds.
• Choose the HSA account you want to transfer money from and the recipient HSA account.
• Enter the amount you wish to transfer and confirm the transaction.
• Review the transfer details and submit the request.

Transferring funds between HSA accounts at UMB is a straightforward process that can be done quickly online.

Transferring funds between your Health Savings Accounts (HSA) at UMB is a quick and straightforward process. To begin, simply log into your UMB online banking account where you'll find options to manage your HSA funds effectively. Once logged in, navigate to the funds transfer section.

• Login to your UMB online banking account securely.
• Locate and select the option for transferring funds among your accounts.
• Choose the HSA account you wish to transfer from and the targeted account to receive the funds.
• Input the amount you intend to transfer and confirm the transaction details to proceed.
• Review all transfer information thoroughly before submitting your request for a seamless experience.

This simple process not only saves you time but allows you to manage your healthcare savings efficiently from the comfort of your home.