Who is my HealthEquity contact?
You do not have an assigned HealthEquity contact but our chat team is happy to assist you! Please select ’Talk to a person’ below to be connected to a helpful team member.
Where can I find our plan documents, and any documentation that outlines what expenses are authorized?
If plan documents have previously been created, they can be emailed, but they are not accessible in the client portal. Please select ’Talk to a person’ below to request an email of your plan documents.
If plan documents have not been created, they will need to be requested since plan documents are offered by HealthEquity as an optional service. Please select ’Talk to a person’ below to request the creation of plan documents.
How can I gain access to my Flexible Spending Account (FSA) and HSA) in the same place?
A (Single Sign On) SSO Client Questionnaire will need to be completed by a ‘Super Contact’ or a ‘Basic+ Contact,’ who has portal access. To access the questionnaire:
From the dashboard, click on the ‘Company’ tab
Click on the ‘SSO’ subtab
From this page you will see a link called ‘SSO Client Questionnaire’ in the right-hand corner
Fill this out and submit the questionnaire via chat by selecting ‘Talk to a person’ below
How do I add an access contact?
To grant client portal access to additional members of your Benefits Team:
From the dashboard, navigate to Company > Contacts.
Scroll to the ‘Active Contacts’ section and click ‘Add New Contacts’ on the right side of the section.
Complete the ‘Contact Info’ section for each new contact.
Fields with an asterisk (*) are required.
Select notifications for each team member to receive in the ‘Distribution Lists’ section.
Select the appropriate access levels in the ‘Site Access’ section.
Create a username and password.
Important: The password you initially create is a temporary password that will require the team member to change and establish a new one upon their initial login.
Select ‘Save.’
How do I modify or remove a user?
To modify or remove access for a contact:
Navigate to Company > Contacts.
Scroll to the ‘Active Contacts’ section and select the contact to modify or remove.
To modify a contact’s responsibilities and notifications, select notifications in the ‘Distribution Lists’ section and select the appropriate access levels in the ‘Site Access’ section and select ‘Save.’
To remove a contact’s responsibilities, enter an end date into the ‘Cancel All’ field and select ‘Save.’
How do I modify contact notifications?
To modify notifications for a contact:
Navigate to Company > Contacts.
Scroll to the ‘Active Contacts’ section and select the contact to modify.
To modify a contact’s notifications, select notifications in the ‘Distribution Lists’ section and select ‘Save.’
How do I add a new user and remove myself as a user?
To grant access to additional members of your Benefits Team:
Select ‘Add New Contacts’ from within the Active Contacts List.
Complete the CONTACT INFO section for each team member. Note the fields with an asterisk (*) are required fields.
Subscribe notifications for each team member in the Distribution Lists section.
Select the appropriate access levels in the Site Access section of the page.
Establish a username and password for each team member. The password you initially create is a temporary password that will require the team member to change and establish a new one upon the initial login.
Then select ‘Save.’
Note: If there is not a current SUPER user on file, we need to verify the contact is with the group. We will ask for a letter with a sign-off from the company’s owner or a “C-Level” executive (CEO, CFO, COO, etc.).
To remove a contact’s responsibilities:
Enter an end date into the Cancel All field. Remember to cancel a contact’s responsibilities in the event they leave your company’s employment.