HealthEquity Broker Portal

HealthEquity's broker portal makes managing clients and groups easy

Our broker portal has the tools and resources to make your job easier and provide you with even more ways to better serve your clients and groups. You can:

  • Manage your groups’ health accounts
  • Generate reporting for individual groups and your book of business
  • Access regional health plans’ sales materials
  • View quick stats on number of groups and number of lives
  • Provide URL links to enroll clients (one for individuals, one for employers)
  • Receive individual agent ID number to tie all clients and groups together
  • If receiving referral fee payments, you can view/print quarterly statements
  • Use single sign-on access to employer portals

For help with the broker portal, call us at 877.949.6727

Register as a broker now

I want to:

Call 866.260.9441
Monday - Friday,
7am-4pm CST

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Enroll a group

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Request information