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November Advisor Newsletter

Sage Advice

We have been quiet about this, but now we are ready to stand on the rooftops and tell everyone - we upgraded our chat feature, and it's amazing! The possibilities to serve our client base better and communicate more effectively just increased exponentially.



myHSA is now SOC 2 Type 2 Certified

Security has always been the highest priority for myHSA. We pursued and achieved SOC 2 Type 1 certification in 2021, but as we’ve grown, ensuring our client's data is safe and secure will continue to be a priority.

In 2023 we received our SOC 2 Type 2 certification, furthering our security measures for all users of the myHSA platform. SOC 2 Type 2 focuses on three areas: security, privacy and confidentiality.


What do Tesla, Apple, Amazon and myHSA have in common?

What do these companies have in common? Well - we, and many other companies you know, measure our customer loyalty using the NPS (Net Promoter Score).

You might have seen a brief survey appearing on our platform recently. If you participated, you contributed to collecting our NPS score data. This survey was optional and involved a sample group encompassing all myHSA user-types, including advisors, plan admins, and employees!


All about myFlexplan

Positioning a myFlexplan: Empowering Employees with Choice

It’s not uncommon for advisors to tell me that the client “just wants an HSA for now, they don’t want to overcomplicate things for them or the employees with more options.” I get the sense that the advisor is actually not comfortable with the plan and how it operates and would rather stick to what they know. So, let’s bring everyone up to speed!

Switching from myHSA to myFlexplan

So, your client is thinking about moving from a myHSA to a myFlexplan and the broad scope of benefits it provides. Sure, the myHSA is a great option, but myFlexplan is super customizable, and the employees can choose how to optimize their benefits in a way that is perfect for them.

myFlexplan Allocation: A Complete Guide

myFlexplan is taking the spotlight as our fastest-growing plan type (because it's amazing), but with myFlexplan comes a term that might be new to employees: "Allocation."


Important Notices for November

Exciting News 🔥

You may have noticed that our Live Chat looks a lot different! This elevated look and feel will help us provide you and your clients with more efficient and personalized service. Rest assured that our commitment to having human agents available for you remains steadfast! If you haven’t had the chance, give it a try!

Any and all feedback is welcome - please email with your comments!

Prepping for Renewal

With renewal approaching, we like to make it easy for you. Use the "Renewal Report" under the Reports tab to get all the details you need when prepping for a client renewal.

Multi-Factor Authentication Update

We now offer MFA for Plan Admins and Employees! If you would like to turn this on for any of your clients, please reach out to us at

Please note that MFA for Plan Admins will be a mandatory step in the login process beginning November 2023.

Future Plan Changes

The feature for future plan changes and employee plan moves is currently on pause.

While our tech team works on fixing this error, our wonderful Support team is manually helping with these changes. If you could send us an email at with all the details of the changes, our team will manually take care of everything for you. They’ll also send you a confirmation on the day of the changes to make sure it all went through.


'Tis (almost) the season! Give and you may receive!

Do you have a few minutes to share your experience working with myHSA? Your review will help new advisors and clients understand what's possible with myHSA.

As a token of our appreciation for your time, we'll be making a draw for three $100 Amazon gift cards or a donation in your name to your local food bank.

Leave us a review on Google here by December 15 to be entered!

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