HSA Save-it Records Retrieval

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Make sure you check the content of the workflow before executing it. And If you found something suspicious, report it.

If the workflow trigger is interval, on a specific date, keyboard shortcut, etc. To make it work, you need to open the workflow first and then click the save button.

Retrieve uploaded documentation for HSA Save-it records from Optum Financial. Start by navigating to the Save-it records page on Optum Financial's website.

Workflow Table