For Financial Advisors

One partner.

Total solution.

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

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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.


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


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.


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

Retirement integrations

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


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 US-based 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.

"A health savings account is the perfect plan for managing the high cost of healthcare...At Ramsey Solutions and even for my family, we trust the team at HealthEquity."

-Dave Ramsey


Get your Total Solution consultation today.

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