HealthEquity Client Services

Learn what actions an employer can take and what information can be seen for a Health Savings Account.

HSA Management Basics for Employers

View resources available to employees to get help with their HealthEquity account.

Employee/Member Resources for Assistance

Information about when HSA and RA cards are sent, replacements, and viewing card status.

Member Debit Cards

Member Reimbursement Processing Times

Learn how to create custom messages displayed on the member portal for your employees.

Member Welcome Message Setup

Learn about member healthcare cards and how to check the status of a card.

Healthcare Cards and Card Status

Employee/Member Assistance

COBRA/Direct Bill Login

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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