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Welcome to HealthEquity

Your HSA will be transitioned to HealthEquity

We are excited for the opportunity to serve you and continue building your health savings. With this transition, you will begin receiving the world-class service for which HealthEquity is recognized. Below is a detailed timeline of the transition:

Timeline

Week of February 7, 2022 A new HealthEquity® Visa® Health Account Card1 and welcome kit will be arriving in your mailbox, allowing you to access the HealthEquity Member Portal.
February 18, 2022 Final day to use your HealthSavings debit card, request distributions, or make investment trades from your HSA, including to transfer amounts from the Liquidating Funds to the Continuing Funds and Freezing Funds. (This is the start of the blackout period.)
February 18, 2022 Last day to make contributions to your HealthSavings HSA
February 19, 2022 All contributions should be directed to your HealthEquity HSA.
March 2, 2022 Account balances and in-kind investment holdings are transferred to the HealthEquity HSA.
March 3, 2022 Blackout period ends. Your HSA cash (including proceeds from liquidating your holdings, if any, in the Liquidating Funds) and investments will be available at HealthEquity. Starting on this date, you will be able to change your investments

Member Support

Contact HealthEquity Member Services team for support:
844.396.0221 (M-F, 7am – 7pm CT)

Additional resources

Learn more

Attend a free webinar

Join us for 30-minute webinars on a variety of topics including HSA basics, investing and an overview of the HealthEquity member portal.

Sign up for a webinar

Transitional communications

Account mentors

We're here to help

Experience our world-class customer support for yourself. Contact us:

844.396.0221 (M-F, 7am – 7pm CT)


1 The HealthEquity© Visa© Health Account Card is issued by The Bancorp Bank; member FDIC pursuant to a license from Visa U.S.A. Inc. Your card can be used everywhere Visa debit cards are accepted for qualified expenses. This card cannot be used at ATMs and you cannot get cash back, and cannot be used at gas stations, restaurants, or other establishments not health related. See Cardholder Agreement for complete usage restrictions.