Transfer your HSA.
Double your interest.
Move at least $250 from another Health Savings Account (HSA) to HealthEquity, and we'll double your interest rate for 12 months (up to $25 total).
Bring your health savings together in one place so you can save, spend and invest1 from one account.
Start your transferPut all your HSA funds in one place
Simplify account management
Reduce the number of accounts, logins, and statements you need to keep track of by bringing your HSA funds together.
Put your full HSA balance to work
Consolidating your funds may allow more of your health savings to earn interest, be invested,1 or remain ready for future qualified medical expenses.
No transfer cost from HealthEquity
There's no fee from HealthEquity to transfer your HSA.
HSA transfers are easy as 1-2-3
2
Answer a few questions
Tell us about the HSA you'd like to transfer from and provide the information needed in the transfer form.
3
Submit your request
HealthEquity will work with your current custodian to transfer the funds. We'll notify you via email when the transfer contribution is complete, so make sure you have a current email address on file.
Start your transfer
Transfer or rollover?
HSA transfer
An HSA transfer moves funds directly from one HSA custodian to another. If you have an HSA elsewhere and want to bring those funds to HealthEquity, start a transfer.
Start your transferHSA rollover
A rollover is a little different than a transfer. You'll need to ask your HSA administrator to close your account, then they'll send you the remaining balance. From that point, you have 60 days, per IRS rules, to send the money to HealthEquity.
Download rollover formFrequently asked questions (FAQs)
Does it cost anything to transfer my HSA?
HealthEquity does not charge a fee to submit a transfer request. Some other HSA custodians may have their own transfer or account closure fees.
Is my money still in an HSA during the transfer?
Yes. Your funds stay in an HSA throughout the transfer process.
Why should I transfer another HSA to HealthEquity?
Transferring can help you bring your health savings together in one place so you can save, spend, and invest1 from one account.
What information will I need?
You'll need information about the HSA you're transferring from and the account holding your funds.
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.
HealthEquity does not provide legal, tax, or financial advice.
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