Follow this guide to navigate the ThrivePass platform and set up your investment dashboard. These steps will help you confirm your contact information and finalize the necessary account agreements to start 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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