About the Discovery Benefits Financial Integration


Discovery Benefits is one of Maxwell Health’s chosen providers for HSA/FSA/HRA accounts for employers. Our integration with Discovery Benefits automatically sends all of the required demographic, enrollment, and contribution information from Maxwell Health to Discovery Benefits, for any of the following products your employer has in Maxwell Health:

  • Medical Flexible Spending Account (FSA)
  • Limited FSA
  • Dependent Care FSA
  • Health Savings Account (HSA)
  • Health Reimbursement Account (HRA)
  • Transportation Spending Account (TSA): Transit & Parking

How the integration works

Once the integration is set up and turned on, Maxwell will automatically send demographic and enrollment data to Discovery Benefits on a regular weekly schedule and prior to paycheck dates.

  • Weekly - every Friday night at 11:00 p.m. EST. 
  • In addition to every Friday night, an automatic sync will occur three calendar days prior to each paycheck date indicated.
  • This sync will include contributions for all currently enrolled products (meaning not pending) so that they’re able to fund the appropriate account on behalf of the employee or employer.

Note: The integration will not send pending enrollment data until the Administrator ends the event (approved a life event or new hire, or ends the open enrollment). Once the pending product elections have been received and processed by Discovery, they will appear in the employee's profile.

In the Integrations Log, view a status of your syncs, and a record of every sync that has occurred. The log can be found under Settings > EDI and Integrations > Discovery Benefits > Log (see screenshot below).


You can manually generate an integration sync at any time by clicking Sync, however, this is not recommended.


All Discovery Benefits pricing information is listed here.

Plan funding

As the employer, Discovery will charge the account you set up with them for all plan funding immediately prior to each paycheck date. You’ll need to make sure the deduction amounts per paycheck get communicated to the payroll vendor accurately—run a cost report, which will give you these deduction amounts.

Get started

If you're an HR Administrator, please talk to your Advisor if you’re interested in using the Discovery Benefits integration. If you're an Advisor, please include the request for the integration at implementation, or use this form to request it off-cycle.


For technical questions about the Maxwell Health + Discovery Benefits integration, please contact Maxwell Customer Support at support@maxwellhealth.com or (866) 629-7445.

For more general questions about the Maxwell Health + Discovery Benefits integration, please contact your advisor and/or the Maxwell Health Marketplace Team at marketplace@maxwellhealth.com . For questions regarding Discovery Benefits products, please contact your Discovery Benefits representative.


>> Please Note:  For your clients accessing Maxwell through the Sun Life offering, the Discovery Benefits offering through the Maxwell Marketplace as described above is not available to Clients situs in New York. However, if the Client already uses Discovery Benefits administration, they are able to access the integration through Maxwell Health.



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