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Document Library

Use the Document Library to find HealthEquity documents that help you learn about HSAs, FSAs, HRAs, and more.

Employer Success Stories

  • Employer Success Stories
    Each success story details how HealthEquity partnered with our client to ensure that success of their CDH strategy and HSA adoption.  

Health Savings Accounts (HSAs)

  • Five Great Reasons
    Five reasons to choose an HSA-compatible health plan and a HealthEquity HSA.  
  • Invest your HSA dollars
    An overview of investments funds available for HealthEquity HSAs and how to sign up for and invest using the HealthEquity member portal.
  • HSA FAQs
    Frequently asked questions about HSAs.

Flexible Spending Accounts (FSAs)

  • FSA FAQs
    Frequently asked questions about FSAs.
  • Easy Orthodontics Claims
    An overview of the fastest, easiest way to ensure you get reimbursed for your orthodontics claim.
  • FSA Tax Savings Worksheet
    Worksheet to help FSA holders estimate tax savings for a health care and/or dependent care FSA and as a guide to help estimate election amounts.

Health Reimbursement Arrangements (HRAs) 

  • HRA FAQs
    Frequently asked questions for HRA members.
  • Easy Orthodontics Claims
    An overview of the fastest, easiest way to ensure you get reimbursed for your orthodontics claim.

For All Accounts 

Official Document Links

Health Account Forms and Agreements

Find other forms and agreements specific to your account under Forms and Documents on myhealthequity.com when you log in to your member portal.