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Getting Started

For new HSA members, the following steps will help you optimize your account and put you on the pathway to building health savings.

Activate your debit card

Upon the creation of your HSA, you will receive a member welcome kit including a HealthEquity Visa® Health Account Card.* Card activation instructions are included with the card. If you would like, you can speak to one of our account mentors to activate your card and receive additional insight to your account.

Log on

Sign in to the member portal by visiting my.healthequity.com. For first-time visitors, select ‘Begin Now’ and follow the step-by-step process to verify your account. Once you are logged in, we encourage you to complete the following:
  • Add a beneficiary to ensure your account savings benefit your loved ones in the event of your death.
  • Elect to receive e-statements to save a monthly statement fee.
  • Navigate through the portal and familiarize yourself with its features and capabilities. A comprehensive portal guide can be found in this publication, starting on page 18.

Start saving

Decide how you will begin building your health savings:
  • Paycheck deposits: If your account is offered as a benefit from your employer, you may make regular pre-tax1 contributions from your paycheck.** Talk to your HR department for assistance.
  • Transfer an existing HSA: Do you already have an HSA with another administrator? Transfer your existing HSA balance to HealthEquity and consolidate your savings while taking advantage of other incentives. For more information, visit www.HealthEquity.com/doubleit.
  • Electronic Fund Transfers (EFT): Using EFT, you can make a one-time post-tax contribution or schedule regular, automatic contributions from your personal bank account to your HSA. To set up an EFT, log in to your HealthEquity account and select ‘Make Contribution’ from the ‘HSA’ menu under the ‘My Account’ tab.
*Some employers do not offer a pre-tax option. In that case, you include your HSA contributions as a deduction on your tax return. Consult a tax professional for more details. † This card is issued by The Bancorp Bank pursuant to a license from Visa U.S.A. Inc. Copyright © 2013 HealthEquity, Inc. All rights reserved. HealthEquity, the HealthEquity logo, and Building Health Savings are service marks of HealthEquity, Inc.