Step 1: Log into the platform through https://login.cloudadvisors.ca/ (read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Enter your client name in the "Group" search tab
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one.
--> Read "How to create a New Group?" article if needed.
Step 3: When your client's name shows up under the search bar, click on your client. You will see the name is locked in the Group search bar.
Step 4: Click on "Benefit Plans" --> "Benefits" --> "Health & Flex Spending Account" in the drop-down of the Navigation Bar on the left side.
You will be on this page:
If you didn't see any division and class, it means you haven't created a HSA coverage yet.
---> Read "How to enter Flex Spending Account details?" if needed.
Step 5: Click on the Edit button "" on the right for the coverage you want to update.
Step 6: Edit any information you need.
Step 7: Click "Save Health Flex Spending Accounts" to save all the data.
When you see this message pop out (as screenshot below), that means your Health Spending Account detail is created! Click "OK" to continue.
If you have multiple classes you want to edit the HSA coverage, please repeat step 5 to 7 to edit the coverage you need.
If you have any questions regarding the instructions above, please email us at email@example.com.