HealthEquity Mobile

HealthEquity Mobile: User Guide Welcome to the HealthEquity Mobile app! This guide will help you navigate the app, manage your health accounts, submit claims, and more. Follow these steps to take full advantage of the app’s features and manage your health finances on the go. 1. Getting Started Download and Install: Start by downloading the HealthEquity Mobile app from your preferred app store. Sign Up or Activate Your Account: If you’re a new member, you can sign up or activate your account directly through the app. Follow the on-screen prompts to complete the setup. 2. Accessing Your Accounts View Account Balances: Once logged in, you can view all your account balances on the home screen. This includes your Health Savings Account (HSA), Flexible Spending Account (FSA), and any other health-related accounts. Transaction History: Tap on any account to see your transaction history and get detailed information on your past activities. 3. Managing Documentation Upload Documentation: To submit claims or manage payments, you can upload documentation directly from your device. Take a photo with your phone’s camera, upload images from your gallery, or add PDFs stored on your device. Link Documentation to Claims: Once your documentation is uploaded, link it to the relevant claims to ensure everything is properly tracked and organized. 4. Sending Payments and Reimbursements Pay Providers: Use the app to send payments directly to healthcare providers. Simply select the provider, enter the payment amount, and confirm the transaction. Reimburse Yourself: If you’ve paid out-of-pocket for a healthcare expense, you can reimburse yourself by transferring funds from your health account to your personal bank account. 5. Managing Debit Cards Link Transactions to Claims: When using your HealthEquity debit card, you can link the transactions to specific claims for easier tracking. Order and Activate Cards: Need a new debit card? Order, activate, or replace cards for yourself and your dependents directly through the app. 6. Claims Management Initiate a Claim: Start a new claim by providing the necessary details and uploading any required documentation. Track Claim Status: View the status of all your claims in real-time, and get updates on their progress. Link Payments and Documentation: Ensure your claims are complete by linking payments and documentation directly within the app. 7. Investment Management View Investment Performance: If you have an HSA investment account, you can track the performance of your investments directly from the app. Research and Trade Funds: Research available funds and place trades to optimize your investment portfolio, all from the convenience of your mobile device. 8. Receiving Notifications Enable Alerts: Stay informed by enabling notifications for when your HealthEquity card is used, or when there are updates to your claims or account. View Notifications: Access a history of your notifications in the app to review past alerts and updates. 9. Getting Support In-App Chat and Live Support: If you have questions or need help, use the in-app chat to get instant answers. You can also connect with live support for more personalized assistance. Help Center: Access the app’s help center for FAQs, guides, and other resources to help you manage your health accounts effectively. 10. Account Settings Update Personal Information: In the settings menu, you can update your personal details, such as your email address, phone number, and mailing address. Security Features: Ensure your account is secure by enabling features like fingerprint or facial recognition for quick and secure access.