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Insurance Agent Referrals
Your clients can now open their Health Savings Accounts online. Click on the Open an Account button to proceed.
For Employer Groups, the applicant must indicate the Employer name and fill in the agent’s number in the Promo Code box, if known.
Already a Patelco member?
Log in to PC 24 Online Banking and click on the Open a New Account button.
Visit Patelco’s website at www.patelco.org for additional HSA forms. For more information contact our HSA Product Manager at 415.281.2550.
The Broker’s Partner
“B&P offers brokers free group quoting, benefits administration software, enrollment assistance, and underwriting services.” www.beerepurves.com
* Annual Percentage Yield. Rate is 5.00%.
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