Deposit Account

Setup

• How do I set up the deposit account on Forma Admin?
• Forma card, Forma Store, and deposit account setup
• Linking a bank account to your deposit account

Manage Deposit Account

• Managing your deposit account and top-ups with Forma
• Process to replenish HSA deposit account funding

FAQs

• What is KYB and why is it needed?
• What is direct deposit?
• Pre-tax deposit account funding flow
• Who is Plaid?
• What is Unit?
• Who is Thread Bank?