Follow this step-by-step guide to navigate the ThrivePass platform and set up your investment dashboard. These instructions will help you confirm your contact information, complete required disclosures, and officially open your investment account so you can begin managing your benefits.
1. Navigate to https://app.thrivepass.com/dashboard
2. Click "Pre-Tax Tile."
3. Click "Personal Dashboard"
4. Click your HSA account
5. Click "Investment"
6. Click "Start Investing"
7. Enter your email and phone number
8. Click "Next"
9. Click "Next"
10. Click the disclosure that fits your needs.
11. Click "Next"
12. Review the disclosures can check the box. Click "Accept" to continue
13. Select your preferred investment account
14. Click "Open Account"
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