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June 2024 Advisor Newsletter

Health Spending Accounts (HSAs) offer a straightforward and flexible way to manage healthcare expenses, providing an ideal solution for those looking to use medications like Ozempic and other...

myHSA
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Health Spending Accounts (HSAs) offer a straightforward and flexible way to manage healthcare expenses, providing an ideal solution for those looking to use medications like Ozempic and other semaglutides for weight loss. While traditional insurance often covers these drugs primarily for diabetes management, HSAs can help fill the gap for those seeking their benefits specifically for weight loss.

Click here to keep reading

Your Wellness Spending Account (WSA) can be a powerful tool for personal development. Here’s how you can make the most of it to invest in yourself and achieve your goals.

Click here to keep reading Tips for Advisors from Your Account Team

Group with 10 lives or more?

If you have a group with 10 lives or more, fill out the Import Spreadsheet (located in your resources tab) with all the required data and send it to support@getmyhsa.com and we will import the employees for you!

Prospect Centre — Our Prospect Centre on your Advisor Dashboard is a great source of information! You have access to instant proposals, our quoting tool and even benchmarking data anytime you need it.

Switching to myFlexplan mid-year — Is your client ready to make the switch from an HSA to

myFlexplan — ? This is a great and easy option for your clients whose needs have changed or who are ready to have more flexibility and options. The best news is that switching to

myFlexplan mid-year is easy! Just ask us at support@getmyhsa.com

Seasonal Employees — Seasonal employees are very common to have this time of year! Ask us for help on setting up seasonal plans with distribution schedules for groups with seasonal employees.

Platform Updates — Multi-Factor Authentication for Plan Administrators

Multi-Factor Authentication (MFA) via text message is now available for all Plan Administrators! If a Plan Admin would like to receive an MFA verification code via text message, they can add their phone number to their myHSA account under "Settings." The default method for MFA is via email.

New and Improved Clients Tab

Looking to add a new client? Clients tab. Looking to edit an existing client? Clients tab. Looking to add or see your client's employee list? ...you guessed it, Clients tab! As a busy advisor navigating multiple provider sites, we want to make your life as easy as possible by putting everything you need to know in one handy location.

Click here to read more

Missing your Employees tab? Easily navigate back to the full employee listing by heading to Clients and clicking the "VIEW AND SEARCH ALL EMPLOYEES" button.

App Update — Exciting news! We're rolling out a cool new feature: push notifications for claim updates.

Click here for everything you need to know

Did You Know?

Advisor deposit statements can be sent to other email addresses other than the advisor. If there is a department you need them sent you, please let us know and we can have them automatically forwarded to that email address each month.

Meet your Account Team Kyle: Account Executive

When to contact Kyle?

Prospecting & Sales, positioning of the different plans, business development and strategies through spending accounts!

Email Kyle here Connect with Kyle on LinkedIn here

Justine: Account Manager

When to contact Justine?

Large Client demos and implementation, effectively using the platform, best practices for onboarding and transferring groups.

Email Justine here Connect with Justine on LinkedIn here

Advisor Platform Introduction — Its finally here! Take a complete walkthrough of the

myHSA — Advisor Platform and learn how to set up groups, use the Advisor microsite, add employees, learn the admin fees and taxes and more with this guided video. Whether you are new to our platform, or a seasoned pro who has been with us from day one, this video can help you with just about anything related to our Advisor Platform.

Click here to view the Advisor Platform Introduction video myHSA Help Articles

Our incredible Support staff are always adding to our library of answers for Frequently Asked Questions! With everything from making claims, definitions of common (and not-so-common) terms, eligibility, and so much more, everything you need to know about myHSA is available anytime.

Click here to get answers to all your FAQs

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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

Why an HSA is the Best Small Business Benefits Package in Canada

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

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News

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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Are Health and Fitness Apps Eligible Under an HSA in Canada?

Are health and fitness apps eligible under an HSA in Canada? The short answer? Generally, no. Read more to learn why.

Aly Edwards
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Why Choice is Becoming the Most Valuable Benefit You Can Offer

Why choice is becoming the most valuable benefit: myHSA's Danielle Constantine and Medcan's Sherri Look Yan on flexible benefits and preventative care.

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Research

The 2025 myHSA Year-End Trend Report: A Closer Look into the World of Spending Accounts

2025 myHSA Trends Report cover on cream background with teal and black text; subtitle reads a closer look into the world of spending accounts.

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