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How to Use HealthEquity Amount HSA

Published January 3, 2024

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Short answer: Yes—HealthEquity lets you use HSA funds by making qualified medical expense payments with their payment card or reimbursing yourself, while saving receipts.

Using HealthEquity HSA funds for expenses

HealthEquity is a popular HSA provider that offers a user-friendly platform for managing your health savings account. To use the HealthEquity amount in your HSA, follow these simple steps:

  • Log in to your HealthEquity account through their website or mobile app.
  • Once logged in, navigate to the 'My Account' or 'Manage Funds' section.
  • Locate your HSA balance and available funds in your HealthEquity account.
  • To use the funds, you can either make a qualified medical expense payment directly from your HSA account using a payment card provided by HealthEquity or reimburse yourself for out-of-pocket expenses.
  • Keep track of your expenses and receipts to ensure you are using the funds for eligible medical expenses.
  • If you have any questions or need assistance, HealthEquity provides customer support to help guide you through the process.

Managing your HealthEquity HSA is easy! Start by logging into your account on the HealthEquity website or mobile app, click on the 'My Account' section, and find your HSA balance. With the funds available, you can make direct payments for qualified medical expenses using the HealthEquity payment card, or simply reimburse yourself for any out-of-pocket costs you've incurred. Remember to save your receipts and documents, as they're essential for tracking your expenses!

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