Member

Transition resources

We’ve collected some helpful resources to make your move to HealthEquity as simple and streamlined as possible. Here you can view time-sensitive documents and find helpful materials for learning about your new benefits.

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.

General Resources

Scheduled webinars

Join us in scheduled training sessions to learn important information about the transition, featuring Q&A with HealthEquity.

Member Transition Overview

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

Member Onboarding

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

On-demand webinars

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

Member Transition Overview

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

Member Onboarding

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

We are here to help

Discover our valuable resources, including FAQs, transition timelines, and support to assist you every step of the way.

Member Transition Services

844.351.6856

Available 24/7

Frequently Asked Questions

Explore our FAQ page for quick answers to common questions.

Visit FAQ

Transition Timeline

Explore our comprehensive transition timeline to view each step in detail.

Visit timeline