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Insurance Brokers or Account Managers
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 full name in the Promo Code box, if known.

Already a Patelco member?
Click on the Health Savings Accounts link under Deposit Services. Click on the red Open Now button.

Maintenance Fee
The $2.00 monthly maintenance fee is waived on the first year and is assessed on the second year. It is permanently waived for Commitment Household members and participants of the Credit Union at Work program.

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


To view the current HSA rates on the Patelco Credit Union web site, click here.