Your Chard Snyder Online Account
Update Your Personal Profile and Email Check your personal information in your online account and update as necessary 1. Log in to your Chard Snyder account online 2. Click your name in the upper right corner to open the drop-down menu and select Profile Summary , or go to the Accounts Tab/ Profile/Profile Summary 3. Click appropriate links to Update Profile, Add a Dependent, or Add a Beneficiary 4. Add or update your email address and cell phone number Set Up Direct Deposit For the quickest and most convenient method to receive reimbursements 1. Log in to your Chard Snyder account online 2. Click the Tools & Support tab 3. Under the How Do I? section, select Change Payment Method 4. Under Current Payment Method , select Update 5. Select Direct Deposit under Alternate Payment Method and click Submit . Enter your bank account information if prompted. Set Up Email and Text Alert Preferences C hoose which alerts you would like to receive for things like account summary, benefits card transactions, payment has been issued, and more! 1. Log in to your Chard Snyder account online 2. Click the Message Center tab and select Update Notification Preferences 3. Check the appropriate boxes, depending on how you would like to be notified for each item, and click Submit View Resources and Forms Find helpful forms, plan summaries and links 1. Log in to your Chard Snyder account online 2. Click the Tools & Support tab 3. Select any of the linked resources Visit the FSA Store to Purchase Eligible Items Purchase FSA-eligible products online without needing to file a claim. 1. Log in to your Chard Snyder account online 2. Click the Tools & Support tab 3. Select FSA Store under Quick Links
Manage Your Account Quick Reference
Add a Bank Account
Accounts/Profile/Banking
Add Dependents
Accounts/Profile/Profile Summary Report a Card Lost or Stolen Accounts/Profile/Debit Cards Review Plan Rules & Details Tools & Support Set Up Direct Deposit Accounts/Profile/Banking/Cards Set Up Email & Text Alerts Message Center Update Login Information Accounts/Profile/Login Information Update Payment Method Accounts/Profile/Payment Method Update Profile and Email Accounts/Profile/Profile Summary
Or click here to go directly to the FSA store.
800.982.7715 www.chard-snyder.com
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CS_FSA Reference Guide v8.24
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