Client
We’ve collected some helpful resources to make your move to HealthEquity as simple and streamlined as possible. You can view time-sensitive documents and download a variety of useful materials for you and your members.
Link
Portal Overview
Take a quick guided tour of your client portal to explore key functionality.
Demo
Add a Beneficiary
Guided tour showing you how to add a beneficiary to your account.
Demo
First-time Login
Guided tour of the first-time login process
Live Webinar
Claims Funding Form
Discover how to find and submit the Claims Funding Form for your organization.
Demo
Add Broker of Record
How to assign and update broker/agency employer portal access.
On-demand Webinar
Client Transition Overview: January 2027
Learn more about HealthEquity and what to expect during the transition.
On-demand Webinar
FSA/HRA Renewals & Claims Funding: January 2027
Get acquainted with the plan renewals timing, HealthEquity’s claims funding process, and the steps to take prior to the transition.
On-demand Webinar
Client Onboarding: January 2027
Learn everything you need to know to get set up on the HealthEquity portal and access your benefits.
Discover our valuable resources, including FAQs, transition timelines, and support to assist you every step of the way.
View resources for each phase of the HealthEquity transition.
Visit resources
