For Business | Health Savings Account
Powering Health Savings
The HealthEquity HSA combines technology, engagement, and remarkable service to propel members on the journey to long-term health and financial wellbeing.1
Hassle-free at every step
Reduce noise and maximize member satisfaction with a simpler, more rewarding HSA experience.
With HealthEquity, HSA program implementation
is a breeze.
Transfer member files from any platform or payroll vendor.
Setup employer account preferences in minutes.
Execute bulk HSA transfers.
We can integrate your HSA program with your health plan, retirement provider, payroll administrator, and more.
Accelerate claims and payments.
Put retirement and HSA account information side by side.
Streamline day-to-day administration.
Our unified dashboard lets members perform basic account functions directly from the home screen.
Manage everything from the palm of your hand.2
Enjoy at-a-glance views of account balances, spending, claims status, and more.
Expect two-factor authentication and industry
INTUITIVE INVESTMENT DESKTOP3
Intuitive navigation and seamless technology make HSA investing easier than ever.
Automatically invest contributions and rebalance your portfolio.
Choose from 24 low-cost Vanguard mutual funds.
Get personalized guidance and recommendations from HealthEquity advisors, LLC.
Get exclusive access to our comprehensive suite of engagement resources designed specifically for benefits professionals.Engage360 Hub
Open Enrollment Toolkit
Take advantage of our huge library of flyers, webinars, and other resources you can use during annual enrollment and for new hires.
We’ll send members targeted emails throughout the year. Plus, you can use our content around the office and in your organization’s communications.
Health Savings Score™
MEASURE AND BENCHMARK
Get an annual report that gives you visibility into program performance and identifies opportunities for improvement.
REFINE AND OPTIMIZE
Sign up for monthly workshops and webinars that will help you make a bigger impact with less effort.
HSA IS IN OUR DNA
We’re not a bank, investment brokerage, or health insurance provider. That means we have the independence to focus exclusively on delivering the best possible HSA experience.
Assets under custody
BENEFITS MANAGER DASHBOARD
Streamline workflows and get complete visibility into your
Ensure employees are enrolled in the right plan for the right period of time.
Use roster and historical data to simplify every aspect of contribution management.
Pull status reports for card mailing, account activations, and potential over contributions.
View and pay invoices
Review and pay outstanding invoices, with views categorized by fees, contributions, and more.
1HSAs are never taxed at a federal income tax level when used appropriately for qualified medical expenses. Also, most states recognize HSA funds as tax-deductible with very few exceptions. Please consult a tax advisor regarding your state’s specific rules.Return to content
2Accounts must be activated via the HealthEquity website in order to use the mobile app. Return to content
3Investments are subject to risk, including the possible loss of the principal invested and are not FDIC or NCUA insured, or guaranteed by HealthEquity, Inc. HSA holders may select Vanguard funds for investment through the HealthEquity investment platform but HealthEquity, Inc. does not provide investment advice. HealthEquity Advisors, LLC, a wholly owned subsidiary of HealthEquity, Inc. and an SEC-registered investment adviser, provides web-based investment advice to HSA holders that subscribe for its services (minimum thresholds and additional fees apply). Registration does not imply endorsement by any state or agency and does not imply a level of skill, education, or training. Investing may not be suitable for everyone. You should carefully consider the investment objectives, risks, charges and expenses of any mutual fund before investing. A prospectus and, if available, a summary prospectus containing this and other important information can be obtained by visiting the Vanguard website at vanguard.com. Please read the prospectus carefully before investing.Return to content
HealthEquity does not provide legal, tax or financial advice. Always consult a professional when making life-changing decisions.