HealthEquity Reviews 

Don't bother. The receipts you get from doctors' offices do not provide the level of detail that HealthEquity requires. It's not worth the time to go back and forth between your providers and HE to come up with acceptable documentation. Especially frustrating when it's $30 for a charge that was clearly a dr office.

Was able to speak to a knowledgeable person not a AI bot

The representative made a genuine effort to resolve my problem and actually did indeed get it fixed.

If I could give them a zero, I would! My company has used them for years and they work very hard to ensure you can’t use your FSA money. The app
Is useless and the customer service is incompetent. If you are a company looking for a FSA carrier company do not use them!!! Horrible company!

The helpdesk member was very informed and was able to help me with two different issue with ease.

The customer service rep was extremely kind and helpful with ensuring my issue was resolved. Unfortunately, I did not write down her name but she was knowledgeable about the situation and confirmed the details.

Customer service representative was able to understand and fix my problem.

Both the online experience and customer support are impossible to work with. They forgot to send me an HSA card, and I have no way to pay for anything. Customer support will not help and clearly do not care.
Cannot access EZ reciptes either now and phone calls, emails, live chat, almost always lead to no solutions and no actual human helping you.
This company is cheap and cuts corners. They want large corporation money and could care less about their actual customers receiving the HSA, FSA, and other benefits.

The associate agent was very knowledgeable, professional, and patient with me.

In order to use this or look at your account, you have to download a app that doesn't work. Might as well as throw your money in the fire.

The representative that helped me resolve my issue was very courteous, professional, and her willingness to assist was greatly appreciated. Her friendliness made you feel at ease.

Diego was professional, great communicator and provided me the information I needed to resolve my issue with a denied claim. He was also able to answer additional questions I had about my account. Outstanding experience, thank you Diego.

This phone call that I made this morning was very fast professional and courteous.

Health equity is terrible.

You can invest your money, but you have to log in to advise Health Equity to sell investments and transfer money in order to be reimbursed for medical expenses. This is tedious, and something that could just happen automatically. For example, if you've got $500 in your HSA and $15,000 in HSA investments, and you submit a bill for $600 to be reimbursed, why can't Health Equity just sell what they need to in investments to cover the claim?

In addition, I have struggled with the passkey since its inception, and couldn't access my account again today.

And lastly, there are some things you have to log into the website to do, and other things you have to log into the app to do.

Hugely inconvenient, all of it.

Customer service was excellent. I could not have asked for any better service.

HealthEquity has made managing healthcare finances remarkably easy. The entire experience has been professional, helpful, seamless, and genuinely beneficial. The platform is intuitive to navigate, information is easy to find, and using the account for co-pays and other qualified expenses is simple and trackable.

What I appreciate most is the combination of convenience and confidence. Transactions are easy to follow, records are organized, and the system takes what could be a complicated part of healthcare and makes it straightforward. Customer service has also been consistently courteous, knowledgeable, and efficient.

If I had to assign a code, it would be: 5 stars, zero friction, maximum usefulness.

Megan provided exceptional customer service while helping me understand my FSA receipts and repayments. She also resolved a previous issue I had with logging into the system. Throughout the process, Megan was professional, knowledgeable, patient, and, above all, kind. She is truly an asset to the frontline team and has a wonderful ability to make members feel comfortable and supported. I sincerely appreciate her outstanding service, and she deserves to be recognized and rewarded for a job well done. A lobster dinner sounds like a great start!

The person that helped me was very knowledgeable polite, and helped me understand everything I needed to know. It was a great experience. I would highly recommend health equity.

The COBRA and Retiree Medical Account reimbursement teams don’t communicate with each other. I pay my premium to HealthEquity and need to present evidence to the Wage Works organization.