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 | Milestone |
|---|---|
Week of April 6, 2026 | Members notified of the transition. |
Week of June 1, 2026 | HealthEquity begins mailing Card Packages. Packages include first time login instructions to the HealthEquity portal. For eligible members, packages also include new HealthEquity Visa® Card* for the new plan year. Members can make post-tax contributions on the HealthEquity portal. Members should consider contributing to their HealthEquity HSA prior to the blackout date if they need access to funds during the transitioning blackout period described below. |
June 21, 2026 | Final day to make contributions via any method to Further HSA. Final day to make investment trades from HSA investment account through the Further Investment portal. Final day to use Further debit cards or request distributions from HSAs through the Further portal. |
June 22, 2026 | HSA blackout period starts. |
July 1, 2026 | Account balances are transferred to the HealthEquity portal. For members with investments, investment holdings are transferred to the HealthEquity portal. HSA blackout period ends. Funds and investments are available through the HealthEquity portal. |
July 7, 2026 | Transaction history loaded in HealthEquity portal. |
*This card is issued by The Bancorp Bank, N.A., 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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