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
Checklists
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 member portal to explore key functionality.
First-time Login
Guided tour of the first-time login process
Add a Beneficiary
Guided tour showing you how to add a beneficiary to your account.
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.
HSA Resources
Flyers
Notices
Legal Documents
Links
FSA Resources
Flyers
Links
HRA Resources
Flyers
Links
We are here to help
Discover our valuable resources, including FAQs, transition timelines, and support to assist you every step of the way.
Frequently Asked Questions
Explore our FAQ page for quick answers to common questions.
Transition Timeline
Explore our comprehensive transition timeline to view each step in detail.
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