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:
| 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 |
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