Table of contents

Mobile app

The HealthEquity mobile app provides easy, on-the-go access to all of your health accounts. This free app provides comprehensive tools to help you manage transactions and maximize your health savings.

Overview

Select a tab to find instructions on how to use the different features of the mobile app.

app login screen

How to login

Use the same username and password created for the member portal. If you have not logged in before, please do so using your desktop, laptop or tablet prior to logging in to the mobile app. If you are unsure of your login credentials, please contact member services for assistance at the phone number located on the back of your HealthEquity debit card.

app home screen

Mobile app home screen

From your home screen you can see your account balances, view and pay claims, manage your investments, upload receipts, update profile settings, access additional resources and receive important account notifications. There is also an ever-present menu icon for easy navigation and a contact us button for any additional questions you may have along the way.

Tapping on each account will provide you with transaction details.

Instructions

If your HealthEquity account is integrated with your health plan, your insurance company will automatically send us claims for you and any dependents.

Add a new claim:

  • From the home screen, tap the ‘Pay or Reimburse’ button or the folder icon and select ‘New Claim.’
  • Enter in all of the required claim information and tap ‘Next.’
  • Complete the provider details required and tap ‘Review Claim.’
  • Confirm the claim details before pressing ‘Add Claim.’

Send payments and reimbursements

You can send payments to providers or reimburse yourself for out-of-pocket expenses from your HSA.

app pay claim

Instructions

  • From the home screen, tap the ‘Pay or Reimburse’ button or the folder icon and select ‘Existing Claim.’
  • Scroll to find the claim that needs to be paid and select it.
  • From the ‘Claim details screen,’ select ‘Pay Provider’ or ‘Reimburse Me.’
app pay provider

Instructions

  • Enter the amount, the account you would like to use to pay the claim and the provider’s address information. Please verify the mailing address for the provider is correct.
  • Tap ‘Review Payment’ to verify that all claim details are accurate.
  • Check the box to authorize the payment.
  • Finalize by tapping ‘Make Payment.’

Instructions

  • Enter the reimbursement amount, the account you would like to use to pay the claim and how you would like to be reimbursed.
  • Tap ‘Review Payment’ to verify that all claim details are accurate.
  • Check the box to authorize the payment.
  • Finalize by tapping ‘Reimburse Me.’

Documentation library

The IRS requires you to keep medical receipts for seven years. To simplify record keeping, HealthEquity provides a documentation library for you to store EOBs, itemized receipts and provider statements.

app doc library

Documentation library

The IRS requires you to keep medical receipts for seven years. To simplify record keeping, HealthEquity provides a documentation library for you to store EOBs, itemized receipts and provider statements.

app upload receipt

Instructions

  • From the home screen, tap ‘Upload Receipt.’
  • Take a picture of a receipt or select an image from your phone’s image library.
  • Enter the date of the expense, the type of documentation, and any details you may need in the ‘Notes’ section.
  • Tap ‘Add.’

Instructions

From the home screen, tap the folder icon to access your claims.

  • Select the claim that you would like to attach your receipt to and tap ‘Attach receipt/document' on the ‘Claim Details’ screen.
  • Select an image that has already been uploaded, take a picture with your phone’s camera, or select an existing image from your phone’s image library.
  • Enter the date of the expense, the type of documentation, and any details you may need in the notes section.
  • Tap ‘Add.’

Investing

app investment dashboard

Instructions

  • Tap the ‘Investments’ button on the home screen.
  • Agree to the terms and conditions to continue.
  • Decide which finds you would like to add to your investment portfolio. Tap the ticker symbol to learn more if a fund interests you.
  • Check the boxes next to you desired fund(s) and tap ‘Add Selected Funds.’
  • Specify how you want your investments allocated.
  • Tap ‘Save Changes.’
app trades

Instructions

  • Select the ‘Trades’ tab and tap the ‘Buy’ icon. This icon will also tell you how much you have available to invest.
  • Enter the amount you would like to invest.
  • Tap ‘Review Trades.’
  • Confirm your trades are correct and tap ‘Execute Trades.’
  • Your trade is now pending and will be final in three-to-five business days.

Instructions

  • Select the ‘Trades’ tab and tap the ‘Sell’ icon.
  • Enter the amount that you would like to sell.
  • Tap ‘Review Trades.’
  • Confirm the trades are correct and tap ‘Execute Trades.’
  • Your trade is now pending and your funds will be available in your HSA cash balance in three-to-five business days.