See it in 30 minutes.
A real demo of the admin portal, the member app, and the integration story — built around your stack.
About the demo
What to expect
A 30-minute working session covering the admin portal, the member app, integration scoping for your stack, and Q&A with our partnerships team.
Who you'll meet
A partnerships lead matched to your audience (TPA, employer, HRIS, PEO, or broker), plus a solutions engineer when integrations are in scope.
Tell us about your stack.
Pick the path that fits.
Member support
For employees and dependents using Phase 3 Benefits. Call 855-374-2733 or email us.
[email protected]Common questions before a demo.
What is Phase 3 Benefits?
A modern HSA and FSA platform — card issuing, an admin portal, a mobile member app, embedded investing from dollar one, claims and substantiation, and a REST API — built on Phase 3 Payments' infrastructure.
How long does implementation take?
Most employers and partners go live in weeks.
Who issues the card?
Coastal Community Bank, Member FDIC.
Is there an investment minimum?
No. Members can invest from $0.
Do you integrate with our HRIS or payroll platform?
We're designed to connect to the systems you already run, with a REST API for anything else.
Is the platform white-label?
Yes, for qualifying TPAs and PEOs. Co-branded configurations are available for HRIS partners and employers.
Are funds FDIC-insured?
HSA cash held at Coastal Community Bank is FDIC-insured to applicable limits. Invested funds are not FDIC-insured, are not deposits, and may lose value.