top of page
  • myHSA

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 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.


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.


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 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


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? 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. 

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!


Justine: Account Manager


When to contact Justine?

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



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.


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.


Recent Posts

See All


bottom of page