How to prep Fidelity FSA claims for Amazon purchases without digging for receipts
Fidelity's claim flow expects clear documentation. FSA Helper helps you keep a living record of Amazon orders so you always have claim-ready support when you log in to file.
01 · Centralize
Pull your Amazon history into one FSA-focused view.
Use our extension to sync orders so you are not hunting through Amazon's order pages every time Fidelity asks for backup.
02 · Confirm
Mark which items you actually plan to submit.
Filter down to FSA-like purchases and confirm what was medically necessary versus regular household spend.
03 · Export
Download organized detail to attach inside Fidelity.
Export a consolidated view of dates, amounts, and items that aligns with what Fidelity's reviewers are looking for.
Today, FSA Helper focuses on organizing purchases and documentation. You still submit claims directly through Fidelity's website or app.
What Fidelity typically asks for when you file
Fidelity's reviewers need to confirm that your purchase is eligible, that it was paid for, and that it belongs to the correct plan year. Most of that information is already in your Amazon orders — it just is not organized in a way that is easy to upload.
- Item names and descriptions that show what was actually purchased.
- Order and charge dates to tie the expense back to the right plan year.
- Total amounts and payment method so the reimbursement is easy to reconcile.
FSA Helper keeps this information in one place, alongside your other FSA activity, so you can quickly answer Fidelity's questions and avoid back-and-forth requests for more detail.
Where FSA Helper fits in your Fidelity workflow
FSA Helper does not submit claims on your behalf and is not a Fidelity integration. Instead, it acts as your always-on audit trail for Amazon and other eligible purchases.
When you are ready to file, you sign in to Fidelity as usual and attach the exports you generated from FSA Helper as supporting documentation.
Disclaimer: FSA Helper is an independent tool and is not affiliated with or endorsed by Fidelity Investments or its affiliates.
Plan for the whole year
Stop rebuilding your Fidelity documentation from scratch every time
Instead of treating each new claim as a brand-new project, treat FSA Helper as the running ledger for your Amazon-based healthcare spend. When Fidelity asks for proof, it is already waiting.
- Keep a live catalog of your FSA-like Amazon purchases across the year.
- Generate focused exports for the exact claim you are filing with Fidelity.
- Reduce the risk of missing expenses or leaving pre-tax dollars unused.