Member portal overview

HSA educational series HealthEquity webinar series: Health savings account basics Tips to maximize your HSA savings HealthEquity member portal overview www.healthequity.com/webinars 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.

Member portal login: MyHealthEquity.com SPEAKER NOTES: For those of you who have NOT already accessed the member portal, this is what you need to do… First, to log in to your account go to myhealthequity.com. If you are a first time user click on the begin now button.

Verification

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.

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 Email 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

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 1. The HealthEquity® Visa® Health Account Card is issued by The Bancorp Bank, pursuant to a license from 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. 2. Accounts must be activated via the HealthEquity website in order to use the mobile app.

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