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Getting Started

For new FSA members, the following steps will help you optimize your account:

Activate your debit card

Upon the creation of your FSA, you will receive a member welcome kit which may include a HealthEquity FSA debit card*. Card activation instructions are included with the card. If you would like, you can speak to one of our “expert friends” to activate your card and receive additional insight to maximize your savings.

Log on

Sign in to the member portal by visiting my.healthequity.com. For first-time visitors, select ‘Begin Now’ and follow the step-by-step process to verify your account. Once you are logged in, we encourage you to complete the following:

  • Navigate through the portal and familiarize yourself with its features and capabilities.

Using your funds

Decide how you will begin building your health savings:

  • Debit card transactions: Swipe your HealthEquity FSA debit card at the pharmacy or doctor’s office for instant payment. Be sure to save all receipts.
  • Reimbursement: If paying out-of-pocket for expenses, submit a claim for reimbursement directly on the member portal and have funds electronically transferred to your personal banking account.
  • Issue payment to provider: From the HealthEquity member portal, you can issue payments to providers by creating a new claim, or by using existing integrated insurance claims, if available.

Important!

Please keep in mind that all FSA payments require an itemized receipt or an insurance explanation of benefits to substantiate the claim. You may be required to provide this documentation to HealthEquity. We will contact you if it is required.

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