For Financial Advisors

One partner.
Total solution.

Only HealthEquity delivers the integrated solutions you need to simplify benefits and truly impact people’s lives.

Bundle your benefits

Avoid the headaches and hassle associated with multiple vendors. Let HealthEquity manage your entire benefits lineup end to end. We’ll help you unlock economies of scale and give your clients bundled pricing they won’t find anywhere else.

Explore our products:

Simplify

Imagine logging into a single platform that puts exactly what you need all in one place. Give your clients a faster, smoother administrative experience.

Be confident

Work with an industry leader and deliver best practices at a lower cost. Our experience serving 100,000+ organizations enables us to deliver custom solutions for your clients’ unique business needs.

Make a difference

We care about people. That’s why our approach is driven by a singular mission: To connect health and wealth. Our HSA investment desktop offers the tools members need to build the ultimate retirement nest egg.1

Empower your clients to realize their financial dreams

Retirement integrations

Put retirement and other account data side by side. No-cost integrations help members make more informed financial decisions.

Security

Expect industry-standard encryption and member privacy protocols. We offer two-factor authentication, biometric login and ongoing system surveillance.

24/7 call and chat

Wow your clients with a remarkable member experience. Our support team measures success by problems solved — not call times.

Close deals

Access our library of hard-hitting sales collateral and original thought leadership. We make it easy to start conversations and close deals.

Fast onboarding

Implementation is a breeze. Your clients can transfer members files from any payroll vendor. And we'll execute bulk transfers automatically.

Flexible fund lineup

Our lineup of low-cost Vanguard funds can help boost retirement readiness. Plus, we'll work with you to maximize contributions and savings rate, not just ROI.

Ready to act?

Get your Total Solution consultation today.

HealthEquity does not provide legal, tax or financial advice.