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Manage Company Details

How to manage and update company information, main point of contact, and invoice and funding reminder notification settings.

🔐 Permissions needed: Manage Company Info.

This article applies to HealthEquity accounts only and does not apply for WageWorks accounts.

Company details can be updated at any time in the employer portal by going to Company Detail > Employer Information. This page contains the following sections:

Employer Information

Company information such as business and mailing address, tax-identification number, and legal status can be updated in this section.

Contact Information

The contact listed in this section is the main contact for the account. Be sure to keep this contact updated as staffing changes occur.

The person listed under this section can opt-in to receive paperless invoice statements. They can also opt-in to promotional and informational emails.

Funding Reminder Email Notification

If your company also has a reimbursement arrangement, you can elect to receive funding email notifications.

To elect email notifications or to opt out of them, tick the checkbox in the 'Funding Reminder Email Notification' section. If you are opting in, you will be asked to choose a start date and a reminder frequency. Options are:

  • Weekly

  • Biweekly

  • Bimonthly

  • Monthly


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