🎓 myHSA Academy is launching this month

We’re excited to share that myHSA Academy is set to launch this November. Built specifically for Advisors, it gives you the knowledge, confidence, and credentials to better serve your clients and grow your business.

The Academy is made up of three curricula. Complete all three to earn a downloadable, shareable certificate for each curriculum and if applicable to you, continuing education (CE) credits!

Keep an eye on your inbox. We’ll send an email directly to advisors as soon as the Academy is live, with everything you need to log in and get started.

✅ Year-end checklist

For your clients

• Review the employee list. Confirm new hires, terminations, and class changes before December 31.
• Confirm 2027 allocations. Prompt clients to decide on HSA/WSA amounts or plan changes for the new year.
• Remind employees about unused balances. Encourage employees to submit their 2026 claims and check how any unused balance carries forward under their plan.
• Flag WSA tax reporting. WSA reimbursements are a taxable benefit, so they'll appear on employees' T4s. A quick heads-up now prevents surprises at tax time.

For their employees

• Submit your 2026 receipts. Avoid the year-end scramble.
• Book those appointments. Dental cleanings, eye exams, physio or massage.
• Check your details in the app. Make sure your banking information and dependants are up to date before the new year.

For you

• Book year-end reviews. A quick check-in before January is the perfect time to show clients how their plan performed and what's next.

💻 Advisor Support

Year-end is busy. Our Advisor Support team is here to take things off your plate so you can focus on your clients.

We'll help you pull the reports that tell each client's story, like the Utilization Report, which shows how employees are using their benefits. When you can track utilization and trends, it's a great lead-in to a WSA or myFlexplan conversation.

Want to talk year-end strategy with someone who gets it? Our Advisor Support team is ready to help

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