HealthEquity®

Transfer your HSA.
Double your interest.

Move at least $250 HSA dollars to HealthEquity and we'll double your interest rate for 12 months (up to $25 total).

Ready to transfer?

Put all your HSA funds in one place

At-a-glance spending and tracking

At-a-glance spending and tracking

Reduced fees

Reduced fees

One place to manage HSA dollars

One place to manage all your HSA dollars

HSA transfers are easy as 1-2-3

1

Download the HSA transfer form

It's only one page long and takes two minutes to complete.

Download now
Download the HSA transfer form

2

Fill it out and send it back

Email is probably easiest. But feel free to snail mail or fax it.

Fill it out and send it back

3

Not a member? We'll create a new account for you

Take advantage of the remarkable experience we're known for:

  • Zero administration fees
  • 24/7 member services
  • Award-winning mobile app
  • HSA investment options
We will create a new account for you

Make the smart move right now

After the HSA transfer is complete, you'll start earning double interest on your full HSA balance right away.

Looking to rollover? HSA rollovers are more complicated than direct transfers. You can only do one rollover per 12-month period.

Visit our Help Center

Resources

Benefits Open Enrollment Center

Benefits

Open Enrollment Center

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Qualified Medical Expenses

Resource

Qualified Medical Expenses

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Compare My HSA

Tool

Compare My HSA

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