About the Transition

HealthEquity has made an information portal available with details about the transition. This portal includes important dates, frequently asked questions, and other helpful information.

HSA Investment Accounts

Any assets in investment funds will be liquidated automatically on January 25, 2021. If you'd like to liquidate your investments on your own, in advance of the transfer, you will need to do so before January 20, 2021.


If you have questions about this transition, call HealthEquity at 844.355.0150, where representatives will be available to assist you 24 hours per day, 7 days per week.