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  • Employer Portal Guide - Healthequity

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E-stop resource for easily managing your health savings account (HSA) program for your company and its employees. The guide is organized by topic, so you can use it as both an introductory reference and an ongoing tool as you become acquainted with and use your online employer portal. Important Note! If you re associated with one of HealthEquity s integrated health plan partners, some sections of this guide won t apply to you. For example, if your group has coverage with one of HealthEqui.

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The online member portal is a powerful tool that gives you access to all account management features. Using the HealthEquity member portal, you can check your balance, review transactions, view insurance claims, invest in mutual funds, pay providers and submit for reimbursement.

If you have not yet established a user ID or password, please call Employer Services at 866.382. 3510. Plan setup must be completed before you can fully enroll employees in a health care account. For those groups with our integrated partners, this step will be completed via the eligibility file.

HealthEquity, Inc. is an American financial technology and business services company that is designated as a non-bank health savings trustee by the IRS. This designation allows HealthEquity to be the custodian of health savings accounts regardless of which financial institution the funds are deposited with.

HealthEquity is HSA first and always. We're a non-bank HSA custodian. That means we have the independence to focus exclusively on delivering the best possible HSA experience.

Health savings account (HSA) overview HSA balances earn tax-free interest, roll over from year to year and can be invested to accelerate growth. At age 65, HSA funds can be withdrawn for any reason and are taxed as income , just like an IRA or 401(K).

This card will not work at ATMs, gas stations, restaurants, or other establishments not health related and you cannot get cash back. See Cardholder Agreement for complete usage restrictions. Choose the “credit” option when swiping your card or enter a PIN to use as debit.

Can I withdrawal cash at an ATM? No. HealthEquity offers free online reimbursements into your personal checking/ savings account. and you cannot get cash back, and cannot be used at gas stations, restaurants, or other establishments not health related.

Enter the information asked for on the “Verify your identity” screen. On the “Set up your login” screen: Pick a user/login name of at least six characters with numbers and letters on the “Set up your login” screen. Choose a password of at least eight characters with an uppercase letter, a lowercase letter and a number.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232