In this Issue of Our myHSA Advisor Newsletter

🗣️ How was your 2025 with myHSA?

📋 Your year-end advisor checklist 💙 A thank you from our team

🗣️

We want to hear from you!

Before we wrap up the year, we’d love your feedback on how 2025 went for you and your clients.

Your insights help us shape what we build next. If you’ve experienced obstacles, have suggestions, or just want to tell us what could make your life easier, we want to hear it.

Share Your Feedback 📋 Before you log off for the holidays…

Here’s a quick year-end checklist to help you and your clients start January feeling organized:

Switching existing groups to myFlexplan before January

All you need to do is: Create the myFlexplan for the respective group

Email support@getmyhsa.com with the group details and let us handle the rest!

Plan change updates — Advisors can make all plan amount changes, increases and other updates within the platform at any time. For plan amount changes to take effect January 1:

Go to the Clients Tab

Select the client you would like to make changes for

Go to their "Plans" tab Edit the plan to update the plan amount

Click "Submit" Click "Effective Next Renewal" Review your client opportunities

If premium increases are creating friction in renewal conversations, consider suggesting dental, vision, or paramedical carve-outs through HSAs to help control costs without reducing support for employees.

Discuss WSA freeze options — Employers can pick a cut-off date for WSA claims to give payroll teams a necessary blackout period to record the taxable benefit correctly.

Check upcoming renewals or balance carryovers Make sure clients understand how allocations, carryovers , and any custom plan rules apply as the year flips over.

Download allocation & utilization reports Our Advisor Reports Guide walks you through where to find the numbers you need when supporting renewal conversations or planning ahead with clients.

Review the Advisor Deposit Report

Looking for your year-end earnings statement from myHSA? myHSA will settle all outstanding advisor payments for 2025 on the first Friday of 2026. Once that deposit is made you can pull a 2025 Advisor Deposit Report as your backup for tax reporting.

Want to set up a meeting or talk strategy with someone that gets it? Our Advisor Support team is ready to help.

💙 Thank you for another great year

Thank you for your trust, your partnership, and the work you do to support your clients. We value the relationships we’ve built with you and advisors across Canada, and we’re excited to continue growing with you in 2026.

Wishing you a restful holiday season (once you’re through with renewals) and a strong start to the new year!