CLIENT EDUCATIONAL WEBINAR

We want to ensure you're acquainted with the HealthEquity client portal. Join our experts to learn how to navigate your account and discover the techniques that will simplify your workflow.

Topics include:

• Enrolling your people
• Updating funding
• Running key reports
• Reviewing important timelines
• And much more...

Join one of the following webinars where HealthEquity team members will be available via chat to answer your questions. After registering, you’ll receive a confirmation email with information about joining the webinar. If you can't attend on these dates, you can still register and get a copy of the webinar to watch at your convenience!

Register today for one of the following dates:

• Wednesdays from Noon to 1pm ET
  • February 16
  • March 16
  • April 13
  • May 11
  • June 8

CLIENT SUPPORT MATERIALS

These materials are designed to support you in understanding and establishing your benefits program with us.

FSA, HRA and Commuter Information

• FSA Auto Funding
• Template for Funding
• Template for Profile Enrollment
• Macro-enabled Template for Profile, Enrollment, and Funding
• Commuter Order Model (COM) Funding and Invoicing Overview
• Employer Report Guide
• Profile Enrollment Instructions
• Funding Options
• Client/Member Experience Deck (FSA)
• Client/Member Experience Deck (Commuter)
• HealthEquity W-9 (2021)