Client

Transition resources

We’ve collected some helpful resources to make your move to HealthEquity as simple and streamlined as possible. You can view time-sensitive documents and download a variety of useful materials for you and your members.

Resource library

Download support materials for an overview of the transition, Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and more.

Select product

General Resources

Download all general client materials.

Checklists

Checklist

Client Transition Checklist

Checklist

Member Transition Checklist

Guides

Guide

Client Transition Guide

Guide

Member Transition Guide

Notices

Notice

Client Communications Library

Notice

Member Communications Library

Notice

Email Template: Notify Members of Transition

Quick tutorials

Watch this short video to easily accomplish an important task that can help ensure a smooth transition.

Portal Overview

Take a quick guided tour of your client portal to explore key functionality.

Plan Renewal

Navigate the process for renewing your plan on the HealthEquity platform.

Loading Member Enrollment

Learn to add, enroll, or update member plans on the HealthEquity platform.

Claims Funding Form

Discover how to find and submit the Claims Funding Form for your organization.

Add Broker of Record

How to assign and update broker/agency employer portal access.

On-demand webinars

Watch sessions at any time to learn important information about the transition.

Client Transition Overview

Learn more about HealthEquity and what to expect during the transition.

FSA/HRA Renewals & claims funding

Get acquainted with HealthEquity’s renewals & claims funding processes and the steps to take prior to the transition. FSA/HRA only.

Client Onboarding

Learn everything you need to know to get set up on the HealthEquity portal and access your benefits.

Links

Link

Client Help Center

Link

Member Help Center

Link

Portal Demo

Link

Engage360 Hub

Link

Employer Portal Reports Guide

Link

HSA Resources

Download all HSA client materials.

Flyers

Flyer

HSA Investment Guide

Flyer

Investment Lineup Comparison

Flyer

HSA Funding Options

Flyer

Fee Schedule

Flyer

Interest Rates