1. Member portal overview

2. HSA educational series
HealthEquity webinar series:
Health savings account basics
Tips to maximize your HSA savings
HealthEquity member portal overview
Speaker Notes: Be sure to let attendees know that they can download the PowerPoint by going to this website as well as listen to a pre-recorded session of any of the webinars.

3. Member portal login MyHealthEquity.com
HealthEquity does not provide legal, tax, or financial advice.

4. Verification Verification
HealthEquity does not provide legal, tax, or financial advice.

5. First time user login SPEAKER NOTES:
On this screen, you will see the four, simple steps in activating your account.
Step 1. FIND YOUR ACCOUNT – Here you will enter in some of your basic information such as:
First Name
Last Name
Date of Birth
and the 5 digit zip code your are in.
HealthEquity does not provide legal, tax, or financial advice.

6. Member portal demo Go to demo.healthequity.com User ID demo172
User ID        demo172
Password       Demo1234!
Now, on your home page, you will see several different areas of interest. The first area of interest I want to point out will be in the top right hand corner of your screen. Up there, you will see your name, and in parenthesis you will see your 6-7 digit Member ID number. This member ID number will be located in the same location on every page, so it is very easy to find.
Below your name, you will see two icons: A phone and an envelope.
Home Page
Provide Overview of the member portal
Quick Stats
Member Services Phone number
Alerts
Tabs
My account
Claims and Payments
Docs & Forms
Resources
My Account – Profile Details
Personal information
How to update address, phone number
Account Info –speak to adding external account
Beneficiary –encourage adding one
Contribution settings
settings –encourage e-statements
Forms and Docs
Briefly cover documents available
Highlight transfer/rollover and HIPPA
My Account
Account balance
Ledger vs. Available
Transaction history
Click on the card example and discuss the details on the page
Click on a claim payment example and discuss the details on the page
Account statements
How to access
Tax statements
Insurance info
Dependents
Authorized Individuals
How authorize someone on your account
My Money
How to do a reimbursement
Recommend EFT vs. Check
How to pay a provider
Show schedule payment functionality –schedule out payments
View claims
How to enter a claim record
Make a contribution
Show how to add personal bank account
Contribution history
Highlight fully maximizing HSA
Pending payments
Documentation library –show functionality of how to upload a document. Have blank word doc on desktop to “upload” labeled receipt.
My Investments
Due diligence
Investment desktop
Add to portfolio
Edit portfolio
Make a trade
Pending trades
Fund activity
HealthEquity does not provide legal, tax, or financial advice.

7. Powerful tools Debit card1 access
Use the mobile app2 or member portal to:
Check your balance
Review transactions
Review claims
Submit new claims or documents
Send payments and reimbursements
Access tax documents
1The HealthEquity® Visa® Health Account Card is issued by The Bancorp Bank; member FDIC pursuant to a license from Visa U.S.A. Inc. Your card can be used everywhere Visa debit cards are accepted for qualified expenses. This card cannot be used at ATMs and you cannot get cash back, and cannot be used at gas stations, restaurants, or other establishments not health related. See Cardholder Agreement for complete usage restrictions. 2Accounts must be activated via the HealthEquity website in order to use the mobile app.

8. 866.346.5800 Available around-the-clock, every day
Helpful support for members
Based in Salt Lake City
Melissa
HealthEquity team member