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"Right from the get-go, I just felt like you wanted us to succeed," he said, describing myHSA as user-friendly, very reachable, and advisor-friendly."

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Balances Explained

Confused about HSA Carryover, Reserve, Grace Period, and Balance Movement? This plain-language guide and infographic breaks it all down simply.

myHSA
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Carryover? Reserve? Grace Period? Movement of Balance?

Have no fear. Take a look at our handy infographic below for a complete and easy to follow explanation. Still have more questions? Click on the "help" bubble to be connected to our live chat.

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Other Insights

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November 2026 Advisor Newsletter

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October 2026 Advisor Newsletter

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September 2026 Advisor Newsletter

In this Issue: A year-end HSA checklist for clients & an advisor spotlight

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Research

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Discover why Canadian small businesses are switching to Health Spending Accounts: 100% tax-deductible, flexible, and easier to manage than group insurance.

Aly Edwards
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What is Multi-Factor Authentication, and Why is myHSA Using It?

What Multi-Factor Authentication (MFA) is, why myHSA added it for Plan Administrators, and how to log in with your authenticator app.

Aly Edwards
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