With HealthEquity, you and your members will receive an enhanced benefits experience that delivers:
24/7 support coverage for your member
Effective materials for continuous education for you and your members
Advanced tools and resources for your members
HealthEquity administers health benefits for more than 14 million accounts. We are committed to providing remarkable products backed by service, education, and support that go above and beyond.
Change requires time, effort, and patience. We're confident that we will accomplish this transition successfully through:
Track important updates for each phase of the transition and access phase-recommended resources and materials.
View progressGet immediate answers to common questions about the transition process.
View FAQsWe're here to assist you in a smooth transition to HealthEquity. We'll offer straightforward and helpful information and experiences to guide you and your members:
Monitor each phrase of the process, view time-sensitive tasks, and find critical resources for ensuring a smooth transition to HealthEquity.
Begin your transition from Further to HealthEquity
View your priority actions for the transition
Prepare for the transition
Access your credentials, account, and action items
Countdown to the transition
There are no resources tied to this phase. Please view the resources page for the entire library of resources available throughout the transition.
To view the entire collection of FAQs, click here
Established in 2002, HealthEquity administers Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and other consumer-directed benefits for our more than 14 million accounts in partnership with clients, benefits advisors, and health and retirement plan providers.
HealthEquity acquired Further in November 2021 as part of our commitment to continue to provide remarkable products backed by service, education, and member engagement support that go above and beyond customer expectations
Preparing for the transition will differ depending on your product(s). We encourage you to reference the client transition guide or attend the transition webinars where more specific details will be provided.
You will not need to communicate this transition to your members; HealthEquity will communicate all relevant information to members directly. To view the timing and contents of all communications your members will receive, click here.
If your organization offers Health Savings Accounts to employees, you can view the transition timeline here.
If your organization offers Flexible Spending Accounts, Health Reimbursement Arrangements, or other products, you can view the transition timeline click here.
Please contact the HealthEquity Transition Team at 866-711-4860 with any additional questions.
Clients will have access to the HealthEquity client portal approximately three months before the Transition Date. Details on how to access the portal will be shared closer to that date.
Yes! We are offering a series of webinars. Please visit the Transition Resources tab for more details.
We will begin communicating details of the transition to your members approximately 90 days before the transition. To view communications your members will receive, please see your resources page.
For additional information regarding the transition for HSA accounts, click here.
For additional information regarding the transition for FSA accounts, click here.
For additional information regarding the transition for HRA accounts, click here.
Discover our valuable resources, including FAQs, transition timelines, and support to assist you every step of the way.
Explore our FAQ page for quick answers to common questions.
Explore our comprehensive transition timeline to view each step in detail.
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