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Transition resources

We’ve collected some helpful resources to make your move to HealthEquity as simple and streamlined as possible. Here you can view time-sensitive documents and find helpful materials for learning about your new benefits.

General Resources

Download all general materials.

We are here to help

Discover our valuable resources, including FAQs, transition timelines, and support to assist you every step of the way.

Member Transition Services

844.351.6856

Available 24/7

Email Member Services

Frequently Asked Questions

Explore our FAQ page for quick answers to common questions.

Visit FAQ

Transition Timeline

Explore our comprehensive transition timeline to view each step in detail.

Visit timeline