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Insights
September 2026 Advisor Newsletter
In this Issue: A year-end HSA checklist for clients & an advisor spotlight
News
January 2026 Advisor Newsletter
Post-renewal check-in for advisors: allocation window details, our latest case study, and tips for moving clients from myHSA to myFlexplan.
Hailey Dirk
Updated on:
In this Issue of Our myHSA Advisor Newsletter 🗣️ Post-renewal check in
💵 Allocation window information 📚 Our latest case study
🗣️ Post-renewal check in — How did this renewal go for you and your clients? Were there any improvements we made that you noticed really made a difference? Is there anything you would like to suggest we look at changing next year?
Share Your Feedback It's not too late to move existing clients to myFlexplan
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!
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.
New client setup guide — Setting up a new client is simple. Get the official New Client Setup Guide
here .
Want to set up a meeting or talk strategy with someone that gets it? Our Advisor Support team is ready to help.
Talk to Advisor Support 💵 Allocation window information
If a client’s myFlexplan was renewed on January 1, their employees are within their allocation window. Here is our myFlexplan Allocation Guide, you can pass it along or use it to freshen up your own knowledge! myFlexplan Allocation Guide
📚 — A better way to start (and scale) benefits conversations with myHSA
What if HSAs weren’t an add-on, but a starting point?
Our latest case study breaks down how one advisor uses HSAs to simplify plan design, reduce risk, and improve employee experience.
Read it Here
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