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HealthEquity mobile app

available for FREE at:

©2016 HealthEquity, Inc. All rights reserved. Sample screenshots are for illustrative purposes only. Members must activate account via HealthEquity website in order to utilize mobile app. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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New mobile app

•  On-the-go access for all account types •  Take a photo of documentation with

phone and link to claims and payments •  Send payments and reimbursements

from HSA •  Manage debit card transactions •  View claims status •  Make claims on FSA/HRA

Available for iOS and Android

Convenient, powerful tools:

Nothing in this communication is intended as legal, tax, financial or medical advice. Always consult a professional when making life changing decisions. It is the members’ responsibility to ensure eligibility requirements as well as if they are eligible for the plan and expenses submitted.

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Account home

The home screen gives you easy access to: •  Intuitive navigation

•  Home •  Profile •  Claims and payments •  Messages •  Contact us/Help

•  Quick actions •  Account balances •  Additional resources

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Claims

•  Add new claims •  Claims are searchable •  Icons indicate if a claim is linked

to documentation or payment

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Payments

•  Add new payments •  Payments organized

by status or date •  Payment details

include any linked claims

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New payment

Make payments from your phone: 1.  Choose which account to

make payment from 2.  Select a claim 3.  Choose payee

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Receipts and docs

•  Upload new documentation: •  Use your mobile device’s camera

to capture images of receipts, EOBs and invoices

•  View by attached or unattached status •  Select to view details

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Document details

•  Edit document details •  Update date •  Specify document type •  Add recordkeeping notes

•  Attach to claim or payment

Link document to payment or claim

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Profile

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•  Edit personal information

•  Add or edit account beneficiaries

•  Add EFT information •  Manage login

information •  Manage notification

preferences

Messages

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•  View and manage important messages regarding your account

Contact us/Help

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•  Call or email HealthEquity for support

•  Get answers to frequently asked questions

Nothing in this communication is intended as legal, tax, financial or medical advice. Always consult a professional when making life changing decisions. It is the members’ responsibility to ensure eligibility requirements as well as if they are eligible for the plan and expenses submitted.