Research
myHSA opens up Dialogue for small groups
myHSA's new partnership with Dialogue brings virtual healthcare to small groups through the advisor channel — a model that's strategically aligned and mutually beneficial.
News
December 2025 Advisor Newsletter
Reflect on your 2025 with myHSA, work through your year-end advisor checklist, and share feedback to help shape what we build next.
Hailey Dirk
Updated on:
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!
No items found.
Blog Highlights
Other Insights
Expert insights on flexible benefits, employee retention, and CRA-compliant plans in Canada.
Insights
What can you claim with a Health Spending Account?
Eligible HSA expenses are defined by the CRA and include a wide range of health, dental, and vision items — here's a plain-language breakdown of what's covered.
Insights
The Advantages of myFlexplan
myFlexplan combines the tax benefits of an HSA with the flexibility of a WSA, giving employees the power to choose benefits that fit their personal needs.
Insights
Using Health Spending Accounts for Specialized Education
HSAs can help cover the costs of specialized schooling, tutoring, and education for employees or dependents who are disabled or differently-abled.
