Transition timeline
Prepare for the transition by familiarizing yourself with some of the key transition dates, so you know what’s happening and when.
Date | Benefit | Details |
|---|---|---|
Week of June 1, 2026 and Week of June 8, 2026 | All | Members notified of the transition. |
Week of August 10, 2026 | All | HealthEquity begins mailing Welcome Letters, which include first-time login instructions to the HealthEquity portal. Eligible members will also receive a Card Package with a HealthEquity Visa® Card*. |
Beginning August 10, 2026 | HSA only | HSA Members can make post-tax contributions on the HealthEquity portal. Members should consider contributing to their HealthEquity HSA prior to the blackout period if they need access to funds during the blackout period. |
August 21, 2026 | All | Final day to make Further account transactions, investment changes (HSA only), use Further debit card, or submit a claim for reimbursement. |
August 22, 2026 | All | Blackout period starts on the Further portal. |
September 1, 2026 | All | Transition complete. Account balances are available for use on the HealthEquity portal. |
September 1, 2026 | HSA only | For members with investments, investment holdings are available on the HealthEquity portal. |
September 4, 2026 | HSA only | Transaction history loaded in HealthEquity portal. |
*This card is issued by The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. Your card can be used everywhere Visa debit cards are accepted for qualified expenses. This card cannot be used at ATMs, and you cannot get cash back, and cannot be used at gas stations, restaurants, or other establishments not health related. See Cardholder Agreement for complete usage restrictions.
1Investments are subject to risk, including the possible loss of the principal invested, and are not FDIC or NCUA insured, or guaranteed by HealthEquity, Inc. Investing through the HealthEquity investment platform is subject to the terms and conditions of the Health Savings Account Custodial Agreement and any applicable investment supplement. Investing may not be suitable for everyone and before making any investments, review the fund’s prospectus.
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.
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