HealthEquity®

How do I opt-in to electronic statements and tax forms?

Updated

Electronic statements and tax documents are better for the environment than paper statements. You may also avoid a monthly paper statement fee.

Here is how to enroll:

  1. From the My Account tab of your HealthEquity online account select Profile Details from the Profile menu.

  2. Check the Email Settings section to confirm that your email address is correct.

  3. In the Electronic Records section, select Edit/Update next to the message about statements.

    1. You can also enroll in electronic delivery of tax records by selecting the Edit/Update button next to that option.

  4. Review the terms and conditions, then select the option to consent to electronic delivery.

  5. Click Submit to complete your enrollment.