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Welcome to HealthEquity

Your Umpqua Bank HSA will be transferred 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 7/24/2023 HealthEquity® Visa® Health Account Card1 and welcome kit to arrive in the mail. When it arrives, be sure to update your direct deposit contribution information with your employer.
7/24/2023 Contributions may be directed to HealthEquity
7/28/2023 Final day to opt-out of the transfer and either liquidate your Health Savings Account (HSA) or complete a transfer request for your HSA to another custodian
8/3/2023 Final day to use your Umpqua Bank debit card or request distributions from your HSA.
8/8/2023 Account balances are transferred from Umpqua Bank to HealthEquity. All contributions should be directed to your HealthEquity HSA.
8/9/2023 Your HSA assets will be available at HealthEquity. Starting on this date, you will be able to invest in the mutual funds that are available on the HealthEquity platform.2

Member support

Contact HealthEquity Member Services team for support:
844.355.0150

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:

844.355.0150

1 This card is issued by The Bancorp Bank; member FDIC pursuant to a license from Visa U.S.A. Inc. Cards can be used everywhere Visa debit cards are accepted for qualified expenses. This card cannot be used at ATMs and account holders cannot get cash back, and cannot be used at gas stations, restaurants, or other establishments not health related. The Cardholder Agreement describes the usage restrictions.

2 Investments are subject to risk, including the possible loss of the principal invested, and are not FDIC or NCUA insured, or guaranteed by HealthEquity, Inc. Investing through the HealthEquity investment platform is subject to the terms and conditions of the Health Savings Account Custodial Agreement and any applicable investment supplement. Investing may not be suitable for everyone and before making any investments, review the fund's prospectus.

HealthEquity does not provide legal, tax or financial advice.