Table of contents

Getting started

If you are new to HSAs, follow these steps to optimize your account and put you on the pathway to building health savings.

Activate your debit card

Once your HSA is opened, you will receive a member welcome kit including a HealthEquity Visa® Health Account Card. Activation instructions are included in the envelope. You can also speak to one of our account mentors to activate your card and receive additional insight into your account.

Log on

Sign in to the member portal by visiting https://my.healthequity.com If it is your first time logging in, select 'Create user name and password' and follow the step-by-step process to verify your account. Once you are logged in, complete the following:

  • Add a beneficiary to ensure your HSA benefits your loved ones in the event of your death.
  • Elect to receive eStatements to avoid a monthly statement fee.
  • Navigate the portal and familiarize yourself with its features and capabilities. For a comprehensive portal guide: Jump to portal guide

Start saving

Decide how you will begin building your health savings:

  • Paycheck contributions: If your account is offered through your employer, you may make regular pre-tax contributions from your paycheck. Talk to your benefits department for assistance.
  • Transfer an existing HSA: If you already have an HSA with another administrator, transfer your existing HSA balance to HealthEquity to consolidate your savings while taking advantage of other incentives. For more information, visit www.HealthEquity.com/DoubleIt.
  • Electronic funds transfer (EFT): Using EFT, you can make a one-time, post-tax contribution or schedule automatic HSA contributions from your personal bank account. To set up an EFT, log in to your HealthEquity account. From the ‘My Account’ tab, hover over ‘HSA’ and select ‘Make Contribution.’