Account Holders
Sterling HSA Account Holders Satisfaction Ratings
A recent survey of our account holders confirmed that they most value many services unique to Sterling HSA:
- Quarterly account statements and record keeping for IRS audit purposes
- Interest bearing savings accounts
- Medical bill review and payment services
- Ability to self-direct investments in the account holder’s HSA account
- Verification that medical expenses are HSA qualified to reduce the risk of an IRS violation.
Satisfaction with Sterling HSA services was rated very high by 78% of account holders and 67% said that they would refer us to others.
Account holders said the following things about Sterling HSA services:
- “Excellent customer service—the people are bright, knowledgeable and responsive.”
- “Calls are handled professionally and account changes are made promptly.”
- “Any time I need help, customer service is there and very helpful.”
- “Sterling promptly reimburses medical bills I have paid.”
- “Every person I have spoken with at Sterling has been polite and has done exactly what I told them to do in managing my HSA account.”
While this feedback delights us and we never intend to lose business, we offer a money back guarantee. That’s how important it is to us that we serve our account holders well. If for any reason our account holders become dissatisfied with Sterling HSA services, we will refund all monthly account management fees paid up to one year.
For your convenience, the Forms page of this site provides a variety of documents to keep account up to date. And the log-in area for current Sterling HSA account holders provides on-line account statements and other value information.