For Benefits Advisors

One partner.

Total solution.

Only HealthEquity delivers the integrated solutions you need to simplify benefits and truly impact people’s lives.

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Avoid the headaches and hassle associated with multiple vendors. Let HealthEquity manage your entire benefits lineup end to end. We’ll help you unlock economies of scale and give your clients bundled pricing they won’t find anywhere else.


Imagine logging into a single platform that puts exactly what you need all in one place. Our broker desktop makes it easy to manage client accounts, generate reports and view helpful analytics. Choose HealthEquity and enjoy a faster, smoother administrative experience.


Work with an industry leader and deliver best practices at a lower cost. Our experience serving 100,000+ organizations enables us to deliver custom solutions for your clients’ unique business needs.


We care about people. That’s why our approach is driven by a singular mission: To connect health and wealth. We don’t just administer benefits—we empower you to change people’s lives.

Custom integrations

Streamline workflows using no-cost integrations with health plans, retirement providers, payroll administrators, and more.


Expect industry-standard encryption and member privacy protocols. We offer two-factor authentication, biometric login and ongoing system surveillance.

24/7 call and chat

Wow your clients with a remarkable member experience. Our US-based service team measures success by problems solved — not call times.

Sales enablement

Access our library of hard-hitting sales collateral and original thought leadership. We make it easy to start conversations and close deals.

Fast enrollment

We give you several convenient options to enroll new groups. Plus, we'll execute bulk transfers automatically.

Continuing education

Stay at the top of your profession. Register for free certification, license renewal, and ongoing professional training.

"A health savings account is the perfect plan for managing the high cost of healthcare...At Ramsey Solutions and even for my family, we trust the team at HealthEquity."

-Dave Ramsey


Get your Total Solution consultation today.

Request a proposal Enroll a group