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Move it. Double it.

Maximize savings by rolling over your existing HSA dollars to HealthEquity

Make the move to a HealthEquity HSA and we'll double your interest. Just transfer or roll over $250 or more from another HSA to a HealthEquity HSA and we'll double your interest up to $25 total. Double interest is available to any HealthEquity HSA account holder who makes a rollover or transfer of $250 or more.

Follow these four simple steps:

  1. Download our rollover/transfer form
  2. Fill out the form
  3. Fax or mail it to HealthEquity
    • Address: HealthEquity
      Attn: Client Services
      15 W Scenic Pointe Dr, Ste 400
      Draper, UT 84020
    • Fax: 520.844.7090
  4. Start saving with double the interest!
Rules and eligibility: To qualify for double interest on the cash balance in a HealthEquity HSA, a HealthEquity HSA holder must transfer or roll over at least $250 in a single transaction to a HealthEquity HSA from an HSA held by another custodian. Beginning in the calendar month in which a qualifying transfer or rollover is posted to your HSA, double interest will automatically be credited to your HealthEquity HSA each month until the maximum promotion benefit of $25 per account is reached. Limited to one qualifying transfer or rollover per account. HealthEquity reserves the right to cancel, suspend and/or modify the rules of this promotion, in whole or in part, at any time at its sole discretion.
Trusted Advisors

Account Mentors

Our team of HSA specialists based in Salt Lake City is available every hour of every day, providing you with the tools and information you need to optimize your HSA.

866.346.5800