HealthEquity

Financial service, HealthEquity

We are dedicated to helping Americans thrive in today’s health care system by empowering health savings while helping employers manage benefit costs. HealthEquity provides a solution to an issue of growing importance to American families: affording lifelong health care. More than two million members are paying less for health insurance, taking control of medical bills, and building health savings for life with HealthEquity health savings accounts (HSAs). Our expert advisors, who are available every hour of every day, offer helpful insight to maximize savings. Health plans and employers covering one-third of working Americans offer HealthEquity.

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HealthEquity Reviews ( 250 )

  1. Health Equity helped me with the problem I had with my account. I highly recommend them to handle any problem you may have with your account. Very pleasant and courteous.

  2. The Representative was extremely helpful, courteous, knowledgeable and friendly. It was very easy. I give the representative 11Stars for the great service given. Thank you

  3. Had a question about claims and the customer service team member was very helpful, and was able to answer all my questions so I could handle my claim issue. Thank you. Very pleased with the service.

  4. Great HSA company! I love that they host free live webinars with the company I work for, and they are able to answer questions during the session in real time. Their webinars are very helpful and thorough with explaining the topic, and …

  5. My Member Services rep Aries, was awesome. My account was a bit of a mess due to switching to another HSA and she went through everything with me and provided me with all of the details and what to expect. Advise, clone Aries.

  6. Ashley provided the most efficient, professional, and friendly customer service we have experienced in a long time. Our questions were answered in a timely and clear manner. Highly recommend!

  7. I have used health equity for my HSA account for over 5 years. My experience is very good. They resolved all my concerns in timely manner and never faced any problems in using my HSA account.

  8. I needed help with my Medicare reimbursement form and supporting documentation. The Health Equity representative was very helpful, understanding, and patient as he walked me through filling out the form and attaching the documentation. A+!!

  9. After speaking with HealthEquity representative I had a feeling of relief. Mr Tracy was professional, kind, understanding and supportive. He had a willingness to help me. I am glad to have the HealthEquity Team!!

  10. I have enjoyed using HealthEquity. I had an excellent experience with customer service. There was no wait and the specialist was very helpful and friendly. Service was proficient and speedy.

  11. I usually don’t post feedbacks on web, but this time I have to for the poor quality of customer service practice I received. The issue was the missing claim: Insurance issued EOB listed 4 claims for services by one provider in 8/12/2022, …

  12. I was handled with the utmost respect the agent was very friendly answered all my questions security questions were asked just to verify my identity very happy with that, by the end of the conversation it was like I knew the person I had a smile she made me feel comfortable it was it was a good time I recommend it.

  13. Your customer service was efficient to say the least. Your customer service agent was quick, courteous, and knowledgeable, it is extremely rare to find customer service personnel with these qualities nowadays!. Keep up the great work!!

  14. My experience with HealthEquity has overall been excellent. My only issue has been that when I switched pharmacies, I had to constantly supply receipts, which was a bit frustrating. But otherwise, everything has run very smoothly, and uploading those receipts was really very easy.

  15. I had a few questions related to my reimbursement. My call was answer by Sidney who was able to answer my questions, resolve my confusion on the claim. She did it efficiently and in language I could understand. Kudos to her and your department.

  16. Was very easy to get a hold of a live person to ask my questions, they answered them and helped me with more that I didn’t even know I still needed to do. Great support. Recommend 10/10

  17. I always appreciate having my calls answered by a real person. My call was answered promptly and the associate I spoke to was very knowledgeable and helpful. One and done. Good job Health Equity.

  18. Health Equity has been a fantastic custodian of my HSA funds. The ease of navigating the site and the ability to actually talk to a human has been very refreshing especially compared to a competitor I’m struggling with.

  19. My Health Equity card ccv numbers wore off couldn’t supply me with numbers to my own card. Mailing out new one in 10 days. They have to have a copy of my card. Could not make transaction quite an embarrassment.

  20. After I figured out how to use wageworks properly, i.e. what invoices / receipts to submit there have been no claims denials. Also no issues using the card at dr office, pharmacy and other bona-fide healthcare providers.

  21. Health Equity Service Center manages retiree health benefits for Dow Chemical Company one among many other companies. The quality of service I received today was outstanding as the person I spoke with resolved and answered all my questions politely and professionally.

  22. I called HealthEquity today to find out if my company will continue to reimburse medical insurance premiums in 2023. If not, i need to search for cheaper medical insurance. The agent was unsure, but was patient & persistent in escalating my …

  23. My call to Health Equity was answered promptly. The representative was professional and courteous. She listened to my questions and answered them completely. My issue was resolved.

  24. Very helpful personnel on the line & my call was answered quite quickly. The young lady was knowledgeable & pleasant with regards to answering my questions & helping me resolve my issues. Would definitely recommend Health Equity to others.

  25. I had a question on how to understand how my plan worked, before the rollover amount was $500 that had to be spent by March of the following year, however the new plan allows the rollover to carry over until it is completely gone. Thank you for explaining the various amounts in my account.

  26. Associate Robin helped me step by step in setting up a new account in a very difficult time for me due to the passing of my wife.
    She was very kind, knowledgeable, and extremely helpful.

  27. I needed an updated card due to legal name change and the representative was extremely pleasant and helpful. She set everything up and my new card will be delivered to my home in about 2 weeks.

  28. VERY efficient ,knowledgeable representative. They are always very willing to help, specially that I’m not computer person. I type very slowly and they guide me on what to do doing my reimbursements. thank you to everyone who has helped me all these years. I do appreciate you !!!

  29. A late evening online chat answered my questions within minutes. The Health Equity app is easy to use and keep track of contributions and payments. A much better experience with this company over a previous HSA company.

  30. Their customer service is top notch! I needed assistance last night during my pharmacy visit since I haven’t yet received my cards for benefits, but Danisha made the process super simple and saved me time and money!!

  31. I have nothing but great things to say about this company! Their staff are wonderful, attentive, courteous, and the list goes on. Everyone that I have worked with demonstrates professionalism and are extremely helpful and so patient!

  32. HealthEquity provides excellent customer service in a kind, effective and efficient manner every time I call. Thank you for making the legalese of reimbursement accounts more accessible to those of us who don’t speak “insurance” and “accounting”.

  33. Over the past few years, the customer service specialists at the BCBS MRA were extremely helpful, supportive, patient, friendly, and very knowledgeable & efficient. During my initial use of the online process, the specialist was …

  34. I was having trouble trying to file a medicare reimbursement claim. I contacted HealthEquity for help. The person(Anita, I believe) listened to my reason for calling and answer my questions, in detail. She was courteous and made sure I understood how to file my claim.

  35. I had the need for some quick support and help to resolve an issue. The support person was fantastic, she was quickly able to guide m– and resolve the issue– all on one phone call, and at one time. Thanks– and what a fantastic experience.

  36. Really enjoyed calling. The rep, Katherine was extremely helpful and very courteous and a real pleasure to talk to. Answered all questions and are there for me if I ever need anything else.

  37. I’ve been a customer for over five years. They do a very good job managing FSA and HSA accounts. I really appreciate how I can reach a customer service representative whenever I need one – weekends and late hours.

  38. I just received great service from the rep at HealthEquity. She answered all my questions very promptly and knew the answers to everything I asked. She gave me wonderful service.

  39. I spoke with a representative by the name of Tiffany. She was very polite, knowledgable and extremely helpful. Every time I call Health Equity I receive fantastic customer service. Thank you.

  40. I did the online Chat didn’t it would be as personable as it was. Most chats are dry and your like a robot. But Alexa was fun and smart it felt like I had her on the phone just no voice. Perfect

  41. The representative I spoke with was very knowledgeable and professional quickly checking my submission and clarifying all was right on my transmission of information. Also very easy to communicate with me. I appreciated her and her expertise

  42. I was able to reach a live person via their “Chat” feature at 9:00 on a Sunday evening! In just a few exchanges, she was able to help me find the form I needed and get my account updated! She was very knowledgable and the entire process took no longer than a couple of minutes!

  43. Tony was very patient and helpful in walking me through the process of setting up my reimbursement claim for 2023. He is a great example for what Customer Service and Support should be. 10 stars for Tony!**********

  44. Today I had a question, did a chat, got a quick and friendly answer. Since getting my HSA card it is easy to pay medical bills and buy prescriptions and other eligible items and use their website to see my account status.

  45. My health Equity username and password did not work on my phone until I downloaded the app. I was then able to log on and submit some documents and then went to chat with a person that helped verify my submission. Thanks for the help.

  46. Health Equity made getting answers to questions extremely easy with knowledgeable chat representatives. They wanted to help and it was a quick process. Really helps your confidence in this online world.

  47. I had such a wonderful time talking to Health equity. The lady I spoke to was so kind and knew every answer. She didn’t make me feel dumb for asking questions. She was wonderful!

  48. There are certain companies that do amazing jobs for their customers. The list is not long but as one grows older and more experienced, we tend to know who they are. Health Equity is one of those companies. Even now that I am retired, …

  49. Really impressed by the quality of customer service reps — I was treated with respect and kindness by people (Christopher and Jackie, esp.) who clearly wanted to help me as much as possible; they clearly explained the issue and helped me take the next steps to resolve.

  50. It’s a refreshing pleasure contacting Healthequity because they receive calls 24/7 everyday including a call I made on Columbus Day. There was no waiting and the rep solved my problem quickly.

  51. We got awesome service from HealthEquity in submitting our MRA applications. The customer service was excellent and the representative walked through a half hour process of entering the correct data, scanning and submitting our request!

  52. Could not get into my account for this new year from my phone app. So had to call to check my account. The representative was excellent. She was patient, knowledgeable, very courteous and professional.

  53. I have used many Flex Plans over my Career and Health Equity has been the best to work with. They are integrated with my health insurance provider which virtually eliminates me having to track down receipts and details of services provided.

  54. The customer service representative was knowledgeable, attentive, timely, and effective. It was a very helpful experience. I’ve experienced some pretty bad customer service representatives in the past and this positive experience really stood out to me.

  55. I been with health equity for my Health care spending for years. Easy to communicate with the staff , you can call anytime. The system is friendly. Documents for reimbursement really easy to use. I can sign with the mouse.

  56. Human being answered the phone quickly. Lady that answered understood my requests clearly even though I don’t think I was able to say them clearly. She asked me the right questions, wanted to help me, was very knowledgeable, did not waste time, and solved my problems straight to the point. I was very impressed.

  57. I had a question about a submission that had been approved but not paid. Because another (much smaller $!) submission had been paid, I was worried that there was a problem with my submission or that it would be paid to the provider by …

  58. Cynthia at HealthEquity was so friendly and kindly helped me through the process of activating my card & filing my first claim. She was thorough and answered all my questions. Thank you!

  59. Cat is an amazing guest service professional. She is both polite and knowledgeable about the Heath Equity application. She provided me tips to navigate the application! Give this lady a raise! She is a terrific representative for Health Equity snd the services you provide your members. Sincerely, Tom Teesdale

  60. I did not call wanting much just to order a new card. The additional couple of questions I asked the customer service specialist found the answers to assist me she was very very polite, courteous, and had patience with me. Exactly what customer service is about.

  61. Had the pleasure of being connected to Sheila when I locked myself out of my account. She made the whole encounter quick and painless. I ended the experience with a smile on my face, because of her kind and thoughtful attitude!

  62. I recently had a denial claim for reimbursement for Medicare Part B in the amount of $800.00. Reason was I did not know know how to answer the claim details. I contacted the customer service line and Krystal answered. She guided me through …

  63. Had a question about completing a claim to get reimbursed from my HSA and the online chat was able to provide the answers I was looking for. The process was user friendly and professional. If you have questions and need an answer quickly I would suggest you try out the chat room.

  64. The customer service was top notch. The team member was professional and very knowledgeable about the concerns and questions I had. I appreciate that along with the short period of time it took to handle my issue.

  65. My questions were all answered thoroughly. The rep took time to explain to my the process and he provided many tips to make it easier for me to navigate the system. He took his time explaining and I did not feel rushed to end the call. It was a great experience.

  66. Their customer service is always top-notch. The staff are friendly yet professional and know how to resolve any issues quickly. Most of my issues are with the insurance carrier or provider practices but they help sort them out so I know how to address them. I’m glad this is our option for the FSA plan.

  67. The Rep. I spoke with was very pleasant, knowledgeable and easy to understand. One call was all it took for me to get the information I needed to complete my claim. Very good company that seems to actually care about it’s customers.

  68. I am insured under Blue Cross Blue Shield Federal Basic Plan and recently contacted HealthEquity to learn how to apply for the annual Medicare Reimbursement. They immediately emailed me the form to submit, along with complete instructions about the program. The individual I spoke with was professional, polite and
    kind.

  69. I called (WageWorks) to check if there were any funds from 2021 I could still claim. Spoke with Alicia who was friendly, helpful, and professional. She answered all my questions and I had a great customer experience. Will call again if I need them. Thanks

  70. I was dreading the call to customer service , expecting a long hold time, but I was pleasantly surprised. The customer service rep answered immediately and was able to completely resolve my problem in minutes. Additionally, I had poor cell phone service during the call and the rep was very patient with me.

  71. I was very worried when I found out that I had to use an HSA for my medical insurance this year. I was concerned that I would not understand how to use it. I was right that it is very confusing; however, working with HealthEquity has helped …

  72. When calling asking a question about my account. How does it work. She was very helpful and treated me as a Client. With all my questions answered in a timely manner. Very pleased with the rep.

  73. I have found that at my age I have never been without Medical Insurance. If not for Health Equity something would bad would have taken place to me or my wife destitute would have happen. I think the people work, for them are easy to talk to.

  74. It’s been a while since having a HSA and this had a few questions since it is Jan. 5th and not all my financial contributions had been posted to my account. I used the chat feature (highly recommended!) and spoke with Nicholas. He was …

  75. They were able to answer my questions quickly and concisely. The phone wait was less than one minute – so quickly I was scrambling to get paper and pen for the answers to my questions. The agent was quite helpful, and knowledgeable in the areas applicable to my concern.

  76. Claims Submittal Process is somewhat user friendly (i.e., within specific requirements of Govt. accountants, which occasionally require multiple entries to get all documentation correct.) …

  77. I don’t usually like calling customer services because of the churlish treatment you often get. However, if I have to call HSA staff again for my issues I will in a heartbeat. They know how to treat people with respect and also they take their time to help you out. Thank you guys!!

  78. It’s very early in Arizona and I got stuck putting in a claim. I called the help line and Marjorie answered! I was shocked so early in the morning! She helped me immediately and BINGO! I submitted the claim. Great service when you need it. Thanks, HealthEquity/Wage Works!

  79. The best thing about Health Equity is that it is so easy and quick to request reimbrusment. I like that my remaining balance is right on the home screen and there is sa message to remind you to get your current year’s expenses submitted by …

  80. The Health Equity Team was very helpful. After leaving the phone call I felt very confident to make a decision about my health Equity account. thanks to a knowledgeable customer service representative. Good Job!

  81. Health Equity’s site works pretty well with my insurance. I’m giving it 5 stars because I had to contact customer services today. During my call I had no wait time and the representative was very kind, knowledgeable, and I could understand her well. So far I’m happy with them.

  82. Had a claim that was denied because I did not send the correct invoice. She was very polite. Listen to every thing I needed to explain. Was extremely helpful in explaining the process that I need to do. I’ve never had a unfriendly or unknowledgeable associate when I called.

  83. Had a claim on my account that I hadn’t authorized. The specialist i chatted with online quickly corrected the problem to my satisfaction and issued a new card to avoid further charges from that provider. I was very pleased with the results and am happy they are there to protect my account.

  84. When I called a very friendly voice asked if she could help me. She was very polite and personable and helped with the issues I was having with undocumented claims. She helped fix them and made sure they were fixed. If everyone could be like her, the world would be a better place. Thank you!!

  85. I had questions concerning the Medicare Reimbursement process through my health insurance provider. Ms. Danelle, customer service representative with HealthEquity, was most professional, effective, patient and friendly. I truly appreciate her help in explaining the procedure for getting the applicable reimbursements for my wife and me.

  86. Mona is the most awesome customer service rep ever! She took the time to explain things clearly and was patient as I registered. She even showed me how to put a quick link on my phone to make it easier for me to get in to the right place.

  87. I value painless customer support – that is something many companies cheap out on. Dealt with their support twice via chat. Support chat was quick and support agents have been helpful.

  88. Always can get live person with very short hold time. They are very helpful and knowledgeable. Auto-attendent easy to use as well for simple questions. I’ve had several FSA and HSA account providers and Health Equity is the best. Their domestic call centers have great Representatives!

  89. Misty was the best customer service person I have ever dealt with,so concerned for what I needed with getting my money back into my account. If it was not for her to take over my case, it never would have been resolved. Thanks again .

  90. Made a call to HealthEquity today to check the balance of my card and ask if my prescription glasses would be covered. The lady who took my call was very professional with a positive attitude and answered my call in a timely manner. This was much appreciated.

  91. Great customer service skills when you call. The rep was very pleasant on the phone and stayed till I finished setting up. The commute card is also very easy to use

  92. I appreciate the customer service at HealthEquity. I always get to a human quickly and they’ve always been pleasant; a nice change from the automatic maze of phone prompts most companies send you through.

  93. Ryan was great! Even though he was having computer problems, he was able to assist me and get me “back on track” with placing my monthly, recurring transit order for Wage Works. I enjoyed his easy-going disposition and never during the call …

  94. I called today to find out where my MRA was. I talked to a very nice lady by the name of Janet. She was VERY friendly, helpful, sincere, professional and was there to make sure I had all my questions answered. She even walked me through …

  95. Great member services representative helped solve my issue. One call was all that it took. She was knowledgeable, courteous, and I could tell immediately that she wanted to help. Many thanks!

  96. The representatives assisting with any questions are super helpful. They let you know that they want to help you and will stay on the phone with you to ensure all of your concerns have been addressed. I strongly recommend Health Equity.

  97. Health Equity has been wanting backup information for a medical visit I had in July. I thought I had submitted the information correctly the first of Sept. but apparently I did. The representative tried diligently to help me and reprocessed the information. We’re both hoping it is accepted.

  98. Whenever I need to contact HealthEquity, my issue gets resolved immediately. I can not say enough about how kind and helpful their staff is. I wish I could say the same about others but that’s not the case. Believe me, most other businesses could learn from HealthEquity Customer Service. They set the bar high! Keep it up!

  99. My experience with HealthEquity has been nothing short of enlightening! I spoke with Marlena who was able to guide me through my account with expertise and patience. She answered all of my questions thoroughly and I now feel confident in my …

  100. I had a question about the allocation of HSA funds between “available to spend” and “invested.” The young lady who took my call explained how much could be invested then talked me through, step-by-step in easy-to-understand terms, how to …

  101. I’m giving 4 stars because I think the website could use a bit more clarity on how to make an adjustment. I had to call in for help. But when I called in, the representative gets 5 stars because she was excellent. She was patient and polite and solved my issue right away.

  102. During a stressful time I was made aware something needed to be changed within my account – I called and the telephone specialist helped me with ease. She was compassionate and helped me make the change in mere minutes that I am sure would have taken me hours if I didn;t have her assist.

  103. Got someone on the phone right away and able to get the answers that I needed. Great customer service. Like that I am able to roll over amount I have leftover in my account. Thank you Health Equity

  104. Customer service rep was knowledgeable and very helpful. He walked me through the steps to submit my claim on-line. This is how I expect customer service to respond… sadly many OTHER places are not so good. A++++ to HealthEquity!

  105. First, an HSA is a great asset to have! And Health Equity is doing a great job managing mine. The website is convenient to navigate and fairly fast. The people I have communicated with are knowledgeable, helpful, polite and most of all friendly. Thank you Tom Ash

  106. My experience with the representative at Health Equity was very positive. He was very helpful, polite and patient. He helped my resolve my issue efficiently. I deeply appreciated his assistance. Thank you!

  107. Health Equity has always provided us with excellent customer service… The telephone customer service reps have always been knowledgeable, considerate of us, kind and professional. Thankful for them and their service… George Allin

  108. Lester was great! He answered my question immediately and with professionalism and respect. He even had my husband a card of his own sent to our home. I have never had to “chat” with a rep before but Lester made the process simple and quick. Thank you. Lester!

  109. I utilize the FSA with Health Equity offered through my employer. Each time that I call, the reps are very courteous and helpful. Recently, Shavonne (not sure if I spelled her name correctly) assisted me with some concerns I had regarding …

  110. We have all had horrible experiences with calling companies for help. Today was not the case. I was extremely surprised to have such a personable specialist on the line. His professionalism, compassion and willingness to help all contributed to my outstanding experience. Thank you JE for your help!

  111. I’ve been a member of HealthEquity for my HSA account for over 3 years. They have a super easy and intuitive app, the friendliest customer service, and I have never had an issue with submitting reimbursements. The investment side is also super easy to use and navigate.

  112. The CSR was very polite and helpful. 1 phone call and all my issues were resolved. I appreciated his time, he did not rush me off the line. Made absolutely sure I was good to go before we hung up.

  113. I was impressed with the way the Healthequity representative was patient and helpful with the issue I was having. The representative eased my stress and was able to trouble shoot the issue and guide me through what I needed done. Thank you HealthEquity for making things a little less stressful.

  114. I had the best customer service rep that deserves Employee of the Year! She walked me thru some steps with such a professional manner and I appreciated her assistance more than she knew! She is a Asset to Health Equity and I hope she advances to the highest level in the workforce! Thank you!

  115. I like how you can actually talk to someone pretty quick. Anytime I have called, the service person has been friendly and actually LISTENED to my question. Once you set the account up, it is easy and takes no time to submit your claims.

  116. Called in recently to activate an HSA card and was surprised when I was connected with a LIVE PERSON and not an automated system. This was great because i actually had some questions. This “phone specialist”‘ was wonderful! Took care of my …

  117. The customer service person was extremely patient and helpful. She stayed on the phone with me to make sure I could navigate through the forms and get them sent. Haven’t received this kind of service in a very long time,

  118. So grateful for HealthEquity phone service support and guidance. The professionalism and knowledge is appreciated. Ms. Diamond’s calm voice and un-rushed demeanor, gave me the confidence to be successful and accomplish my goal. Thank you!

  119. Had a great experience getting my account setup with HealthEquity. The wait time to talk to someone was about 3-5 minutes. The agent who helped me was patient as we worked through the steps together. Great Experience!

  120. Brenda gave the best customer service I’ve ever experienced. I’m very low-tech and she was patient and kind and went above and beyond to solve my issue. She is simply the best!

  121. I would like to thank your customer service representative, Taylor, who was very courteous and knowledgeable. She was able to address all my concerns. It was so nice to speak to someone who took the time to listen. I really appreciate her work ethic.

  122. My calls were answered immediately, and both Customer support specialists I spoke with were kind and patient and made sure I was clear on my next steps. Honestly not used to that kind of support anymore. This experience was refreshing because there are people who still care about doing good.

  123. I don’t normally take the time to comment on medical benefits administrators like Health Equity, but I have to say that these folks really get customer service. They are the Chick-fil-A of medical benefits companies. The associate who …

  124. I can’t say enough good things about he account rep that I got on the phone today. She was excellent! I also appreciated that it seemed to be a US based call center, ie, the call was clear and the rep was helpful, friendly, understood my questions and was easy to hear.

  125. The Health Equity team member was quick to help me with while being pleasant and professional. She answered all my questions in under 5 minutes and made it an easy process. I would highly recommend using Health Equity.

  126. You get directly to a live human representative after just entering a few bits of verification info. The representative I got was knowledgable, friendly, helpful and personable. She helped me by quickly refunding fees that seemed …

  127. Called customer service because I forgot my pin on my health savings account spending card. I was going through the line at the grocery store forgot pin dialed customer service and the representative had my account checked for security and reset the pin in under 10 minutes no kidding. Best service in the united states.

  128. I received an email that a transaction was rejected and I had questions. The representative (Rachel) was extremely attentive and helpful. I expected a long wait and no real answers and I got just the opposite! I was pleasantly surprised and impressed!

  129. Eric (or Erik) who helped me on the phone was extremely helpful, patient, and kind. He quickly helped me resolve my issues, asked if I needed anything else, and stayed on the line until the task I called about was completed. At the end of …

  130. This evening it was Teresa, but my every interaction with HealthEquity has been friendly, helpful, and professional. I have a small HSA with them (from the years when I had high-deductible health insurance), and am so happy I selected them. A+, 5 stars, no kidding! And I don’t normally write reviews, so there you go!

  131. The HR department at my former university hasn’t been very clear in answering questions I have about changes to my health insurance. So, I now call Health Equity directly when I have questions. Each time I do this, the phone is answered …

  132. Got better advice from these folks than my own accountant! It took me awhile to make that phone call, asking for suggestions on how to USE my account. One phone call was all it took. The staff was patient, and quick to discover options on how best to meet my immediate and long term needs. THANK YOU!

  133. I used HealthEquity for COBRA medical after retiring from my company. The representatives there are friendly and very helpful. I felt like they really wanted to help!! They made my transition to retirement very seamless.

  134. I received a billing for unpaid health insurance premiums after an extremely short FMLA absence ( 4 days). The representative I contacted was kind, professional, and knowledgeable. Interacting with Martha was very pleasant experience and literally made my day. Thank you!

  135. Let me first say that I virtually never write reviews. In this case, EVERY representative that I have dealt with at HealthEquity/Wage Works have been tremendous. They are very well trained and knowledgeable about their processes and go well …

  136. My effort to activate my new Health Equity card involved no effort at all. I found my conversation with the Health Equity phone attendants to be friendly, warm, and thoroughly helpful. Every time I use my HE card, I will remember the cordial welcome the its attendants gave me. Cordially, Joel L. Fleishman, Duke University

  137. I just experienced the best call with customer. Service rep Robin. She was patient kind and provided great guidance. I will always remember her kindness and caring. She made a huge difference She had a huge difference by being so kind and knowledgeable

  138. I have had the pleasure of being a HealthyEquity customer for a number of years. Their service was always exemplary. Their customer service people (on the phone and by email) were always top notch. Their web site is also quite productive. A great organization for sure.

  139. Outstanding customer service. My call was answered very quickly, the agent helping me resolved my issue immediately, directing me to exactly what I needed to do. She was so pleasant, professional and efficient! I was 100% satisfied.

  140. I recently retired and wanted to take advantage of COBRA for dental from my employer. I received a letter and application in the mail but was hoping I could take care of everything online. I called the number and spoke to Jamie. She was extremely polite and knowledgeable. She made things easy for me. Thank you Jamie!

  141. I had an issue that I needed help with. I searched their website, but needed assistance. I phoned and spoke with Karen. She was very friendly and pleasant as well as extremely professional and knowledgeable. She made it very easy for my issue to be resolved. I highly recommend them!

  142. This company has the absolute best customer service program of any company I have ever dealt with. You will receive the most polite, knowledgeable, and efficient experience from the agents. After more than ten years of being a customer, I have nothing but 100 percent satisfaction.

  143. I’ve been a member for over 3 years and like the ability to view and access all my claims, easily filter and sort, and to make payments. Client services are professional, courteous and determined to help resolve any issues. Highly recommend!

  144. HealthEquity and their team members go over and beyond the call to make sure you understand everything and are very polite to nice to talk too. If you need an HSA for medical bills, Go through HealthEquity. You will not be disappointed. They are a 5 star service team that cares about their clients. Thank You

  145. I called Health Equity today because I had questions about completing a claim form for my health care premiums. The person I spoke with (I think Lynn) was extremely polite, personable and helpful. I got my questions answered in just a few minutes. It’s so comforting to have such a helpful agent to deal with.

  146. Very user friendly online platform. Chat help is available 24/7 which is a great help. “JOSHUA”, the agent who helped me was very helpful. He took the time to understand my questions and needs and explained everything I needed to know very patiently. Thank you so much.

  147. The customer Service of Health Equity is beyond wonderful! I am never on hold too long without communication. I am also made to feel very important. That is important to me. Their knowledge of my account is always so comforting, as well. I am a happy customer!

  148. HealthEquity has always been helpful to solve any problems I have had filing a claim. Their representatives have navigated me in the right direction to make the process effortless. I’m glad that I always have a team behind me to help make the process go smoothly.

  149. I’ve had a number of HSA providers over the years. HealthEquity is by far the most competent and capable of them all. Every time I call or email, I’m helped by rock stars. Very happy camper!

  150. I had several questions and thought of more questions during the call. JoAnne was calm, thoughtful and very patient in answering my questions. She put me at ease and didn’t seem like she was in a hurry to end the call. She wanted to make sure all my questions were answered. She’s a great employee!

  151. I have been with Health Equity for over 5 years now. I have had fantastic customer service ( 2 or 3 times) with questions or needs. Web site is very user friendly! Very happy.

  152. After having an issue at the pharmacy while picking up my medical prescriptions, my new card for 2023 failed to process the transaction, I called member services and the rep immediately confirmed my identity and my security questions and …

  153. The service team is great. They guided me through each step patiently and resolves all my confusions on my account information. I could reset my password and applied a spouse healthcare visa card as well. Highly recommend to those in need.

  154. I had to called and spoke with a representative, sorry I don’t remember her name, regarding a request for a receipt to verify purchases on my card. The rep was very professional and courteous over the phone. She explained what was needed …

  155. My recent call to the HealthEquity customer service was very positive. The member specialist who helped me was very knowledgeable, friendly, and efficient. She asked good questions, helped me identify the core issue with my login information and helped resolve the issue very quickly.

  156. Health Equity is the best. I can make sure at the beginning of the year that I will have money for expected and unexpected medical cost throughout the whole year! Super easy visa card and app to keep track of your funds. Or you can call the …

  157. The speed with which my issue was resolved as well as the professionalism of the HealthEquity representative was unmatched in any customer service experience I’ve had in years. Corporate customer service in this country has deteriorated …

  158. Service from this company has been very well done. Anytime I’ve called I’ve received clear information and gained knowledge on how to proceed. The person(s) with whom I have dealt with have been courteous and knowledgeable. and the website/database has continuously improved overtime.

  159. Customer service representatives are pleasant and helpful. I had no issues putting in a request for a replacement card and was helped in a very quick manner. Call didn’t list more than 5 to 10 minutes, if that.

  160. I had to contact Health Equity on two occasions and both times I was able to speak to a real person. They were extremely helpful, knowledgeable, professional, and efficient. Best customer service I have experienced in a long time.

  161. Health Equity is the best! Had a rough start because I didn’t understand the system. But it has truly been worthwhile. I just use my card for any medical related purchase, pay co-pays and medical bill. Haven’t use the reimbursement much the the few time I did it works great and fast!

  162. Amazing customer rep Olivia! Up to date use of technology with cell phone code validation, Face ID sign in, mobile access to account (though functionality could be improved to be same interface as pc), no wait time (I was on hold for 1.5 …

  163. Excellent Service Received from Customer Care Representative of HealthEquity due to below reasons:-
    1) Optimal security layering but very much effective to reach out to Customer …

  164. This was a very pleasant experience. the customer representative was informative, knowledgeable, and exceeded my expectations. I would not hesitate to call again and I hope I get her. she is a great example of what customer service should be like. thank you.

  165. I have used Health Equity/ Wage Works for my monthly commuter expense payments for the past 6 years. They have always been ahead of due dates, and it was a task taken off my plate, that I didn’t have to stress about. …

  166. I was informed that I had a $0.00 balance in my HSA. This was result of over $3K being paid to a provider. The member services representatives did a great job allaying fear that the money was stolen, and helped shepherd the process of getting the financial train back on track! I am grateful for their competence and manner.

  167. I have had the chance to make various calls to the Health Equity team since enrolling with them. I have yet to have a bad experience. It seems like calling is the last option I turn to with most companies, but I would never hesitate with …

  168. Excellent website. Very easy to use and very easy to contact them when needed. If you start a chat, you may start with a bot, but can easily (and fairly fast) move to a human specialist if the problem is non-standard. Those specialists are knowledgable and friendly. The wait times are fairly short.

  169. Wonderful help with my inquiries on why my claim was held up. Marcus was so patient and kind hearted and professional. A great solution resolver at this company. Thank you so very much for your quickness in forwarding my claim.
    Debbie

  170. I do a fair amount of posting. HealthEquity was a complete joy to work with on my problem. Knowledgeable, friendly and most importantly sincere about fixing my issue caused by my mistake. Can’t say quite enough about the service received. Great reflection on the overall way this company looks after business.

  171. 2022 was the first year with a Dependable Care Flexible Spending Account (DCFSA) and entering claims and monitoring them was really easy using the HealthEquity website. It guides you step by step on what you need to do to submit a claim. It’s great there’s a chat handy in case you have any questions to ask them.

  172. I haven’t had a Health equity account in a number of years but I just got one with my new Employer. When I called asking for assistance they were super helpful and made everything so easy! Very responsive reminiscent of Pre-Covid! I will use them and recommend they to others and my employers every chance I get!

  173. I love working with HealthEquity. They make using my HSA Health Savings Account easy and problem free. Whenever I run into a problem, finding out information over the phone or by email or online is fast and easy. Most issues are resolved …

  174. The teams that answer customer support are peerless for their warmth, thorough helpfulness, ease, and patience. No question is too simple or small. They all deserve much more than they probably receive for helping people navigate their health care.

  175. Love this group! The rep I spoke with was very knowledgeable and patient. She walked me through the process and helped me understand how to use HealthEquity! Great attitude and helpful, upbeat demeanor. Didn’t feel rushed at all. Thank you.

  176. Sometimes when you call a support number you wonder why you even bothered. But not this time. The HealthEquity representative that answered my call was one of the most professional, helpful and knowledgeable people I have dealt with. Coming …

  177. Health Equity has great benefits of helping you keep track of medical accounts and what’s being spent or what’s not. The customer service us excellent when you get a live agent to help with understanding issues with your account. Thank you for great service.

  178. Before you decide to do business with this financial institution, there are a couple of things you should know. 1- they charge a service fee of $3.95/ month, and 2- when you close your account they charge $25. Of course the monthly …

  179. Fantastic service! Always available 24/7! Reminds me of the good ole fashioned customer service from years gone bye! Thank you for taking a modicum of stress off my plate with just one call! You rock! Happiest of holidays to all! 2022

  180. Customer service is outstanding. Agents are professional, knowledgeable, and explain things in an easy to understand manner. They also make it very evident that they want to help you. Over the years we’ve only had to call a handful of times, but it’s always been the same great experience.

  181. Valerie, working from home with HealthEquity is an amazing customer service rep. Not only did she answer my questions, but she also identified an expired password on my app. She stayed with me assisting in resetting my password, and …

  182. I used HealthEquity’s chat, that holds my Health Savings Account, to solve an invoice issue with a provider that HealthEquity paid but the provider rejected it due to its primordial and primitive system. Not only that, it referred it to …

  183. I was very pleased with the service I received from the customer service department when inquiring about the COBRA benefits package I received from my former employer. I am sorry that I forgot her name. She deserves a special “call out” …

  184. I never thought it would be an absolute join to cal a company to fix a problem. Every single time I have called the customer service is amazing. I even had to put in he conversation on speaker before I called and told my wife, “listen to how nice these people are!” Keep up the great work.

  185. I such a wonderful experience with two great ladies, Carolyn and Ashley, customers services was awesome. It was good to hear that someone cares about the way they handle your business. 10 x 10 stars for these ladies.
    Keep up the great work

  186. So convenient and easy to use. And they have the BEST customer service. My issue was resolved quickly, and I was able to speak with a specialist, a real person, almost instantly upon calling the number on the back of my card! I love HealthEquity!

  187. Since I reached the age of 65, HealthEquity has managed for me the process of reimbursing a portion of my Medicare Part B premiums. I cannot stress enough how important this resource is to me. …

  188. Friendly service reps, that quickly and efficiently answered my call and able to resolve my needs in a polite and professional manner. I was greeted in a pleasant manner and felt appreciated after talking with the HealthEquity staff member. Finally, a company gets it, easy access to get the info needed! Great job!!

  189. I needed to cancel my card. I had lost my wallet two states away and was concerned. I called on a Sunday, they answered and were so kind and quick to look me up and cancel the correct card and reissue the new one. It was smooth and easy.

  190. I did not know how to send my receipt for services. So, I called a Health Equity Specialist. He guided me through the whole process online! I was able to finally turn in my medical receipts. …

  191. Had to close an account, while in my account I was contacted via the online chat feature. I was helped through the process and spoken to with dignity, respect and kindness. Health Equity has a website that is also very easy to navigate …

  192. Excellent service! After moving out of my last Job almost six months ago I got a message of two attempts trying to make charges on my account. My account was closed, no charges were made. A health provider tried to charge me without my knowledge. Representative assured me my account being closed was safe.

  193. The Representative who assisted my call tonight was excellent. She took ownership of my difficult inquiry. It is good to know that she cares for her job by making sure I didn’t have any hanging questions before she ended the call. Bravo to her.

  194. Had an issue with my card due to ordering a couple of FSA items on Amazon. I quickly called Health Equity and their rep immediately resolved the issue within a few minutes. I appreciate someone truly taking the time to listen to the customer and resolving the issue without being transferred 10 times.

  195. Charlotte with Health Equity is a gem. She provided me with the best Customer Service experience ever. She was very knowledgeable, efficient, and patient. We need more representatives like Charlotte. Awesome service in a kind, speedy, and productive time frame. Way to Go!

  196. Had to contact a representative today for some help accessing my account on my phone app, and then directions to upload and attach requested documentation to a previous claim payment. Representative was extremely friendly and helpful, it …

  197. I am a bit of a demanding customer, so when I give Health Equity five stars, I mean they really do an awesome job! Every time I have called them it has been way after hours and yet they answer their phone. Every single time I have called, …

  198. I had a perfect customer service experience. I had trouble logging in and called the health equity help desk. It is an automated system but it quickly got me to a real person with no wait time. The agent was both friendly and efficient.

  199. I had a wonderful experience with the telephone advisor that I contacted, lucky me. She not only had a pleasing voice but was very personable too. She went the extra mile to search out the answers to my questions. I consider myself very fortunate to have connected with her and would strongly recommend her to any and everyone.

  200. Customer Service is alive and well at Health Equity. My representative was amazing, very thorough yet thoughtful and friendly. I am so sorry I forgot his name but he was GREAT!! Keep up the good work.

  201. I’ve had my HSA with HealthEquity for many years via an employer sponsored plan and individually. The website is very user friendly – easy to make contributions, pay providers, request reimbursement and monitor activity. Customer support …

  202. HealthEquity is a very customer oriented company and understands what the word service means. I always get to speak to someone and do not have to be stuck in some voice prompt Que. They recently added “Chat messaging Software”, it needs to …

  203. Too many times when you call a company’s customer service dept., you are treated with impatience and bad attitudes. It can be very exhausting to the point of never wanting to call for assistance. This is NOT the case with Health Equity. I …

  204. They were Wonderful, kind, caring, and considerate. I am 75, so for a representative to take the time, and offer all these traits, is amazing. I was just 3 days before my time was to expire with my benefits. Health equity every consideration possible in helping me. 5 stars to this great customer service team.

  205. I experienced fraud on my account and immediately contacted health equity. The customer service rep was wonderful. She was very attentive to my concerns. She cancelled my card immediately and forwarded me the form I needed to submit for …

  206. Extremely nice and personalble. Over the phone which is very refreshing from normal customer supports i have called in the past. The representative was extremely friendly and seemed like he truly enjoyed his job. I apologize for not quite …

  207. Had a question on a transaction if didn’t recognize based on an email alert I received from HealthEquity. The email had a phone number and referenced 24/7. It was early in the morning before normal business hours (5 AM), and I called the …

  208. HealthEquity is one of the best benefits I have received at my place of work. Everything works seamlessly. Dollars from my paycheck are deposited into the account, medical services flow from my insurance account and I am easily able to process payment or reimbursement. I really works well. Customer service has always been good.

  209. I am a big fan of Health Equity. Their tools are exceptional and easy to use. The rare times when I’ve had to call for assistance their service people are knowledgeable and friendly. After a brief and unfortunate time using another vendor my employer returned to Health Equity and I’m thrilled that they did.

  210. I contacted HEALTH EQUITY and talked to a real knowledgeable person Ferry. I was wanting to find out since all my 2022 money was gone. Would I lose what was left of 2021? I couldn’t figure out why 2022 was used before 2021. Ferry told me …

  211. Had and HSA with them until retirement but consolidated to one account. Up to then they have been very good on answering all my questions by phone. Generally had a good experience for the time I used their services but just did not need …

  212. Sadly, I didn’t catch the name of my customer service rep, but she patiently helped me get final reimbursement of more than $600. My husband retired in October and the online system was no longer working for our account. We also didn’t …

  213. The customer rep from HealthEquity had a wonderful, supportive and informative style of relating to me. She provided important information that others failed to share in the past. And she had a light, happy style of relating with me. I …

  214. Today was the first time I had to call the membership line for health equity. The person that took my call was very knowledgeable and answered all my questions She was patient through the entire call. My overall experience was terrific. …

  215. Been with HealthEquity since 2015. I have been investing the maximum allowable and putting that into equities which has been profitable. The choices for the equity funds are good enough. I’m not overly happy about the $10 monthly account …

  216. I am very pleased with my call to Health Equity. I needed help setting up my online account. The agent was patient with all of my questions and was able to quickly resolve the issue. Another major plus was that I didn’t have to wait on hold!

  217. HealthEquity is so easy to work with. When I called to get help, there was no hold time. The person I spoke with was so friendly, eager to help. Walked me through step by step. I would highly recommend. It is unusual to get that level of customer service from a health company.

  218. I am very new to use this service. I have made a phone call twice. The first agent guide me to explore online services, which is very helpful. The second agent helped me solved my puzzles very patiently. I guess this is not because I was lucky. I see HealthEquity runs super good!

  219. I would love for everyone to join this. If they have a job and they can get into it it’s perfect. It helps you and the people. Oh my god the people they are so nice and so friendly and so helpful. So if you can get it get it. I tell my kids …

  220. I had procrastinated making a call to HealthEquity, fearing the frustration of dealing with a money issue and fear of dealing with an automated system or a poorly trained customer service representative. Not only was automated system fast …

  221. I love that I am able to call and get someone on the phone easily and they are from the US and not overseas having to follow a script. I entered a few details and chose to speak to a rep after not wanting to enter my social and someone …

  222. Health Equity Service Department was very helpful and easy! the service representative I spoke with was Glenn and he was very courteous, knowledgeable, patient, and kind. He answered all of my questions, walked me through the process of …

  223. I’ve had 2 recent experiences with Health Equity’s customer service providers. Found both extremely competent and both issues were handled quickly and with easy to understand explanations. The claims process is predictable and efficient. Definitely appreciated.

  224. I recently retired and needed to apply for my insurance. Not being very tech savvy this can be a very daunting experience. Fortunately, the person that answered, her name is Ashley, offered and actually walked me through the whole process. …

  225. My customer service rep was so quick and efficient with completing my request. She was even so patient in waiting for me to get the data she needed to complete my request and text to let me know she was still waiting on the line. Most …

  226. I’ve had very good success with HealthEquity… through several changes in primary Insurance carriers. Website is easy to use, and customer service is courteous, knowledgeable, and patient. If you’re looking for an HSA with Investment options, I think you should strongly consider them.

  227. The service representative I spoke with was very friendly, helpful, knowledgeable and went way above and beyond in helping me with several things. Some of which I had no knowledge of them needing be corrected . She was very courteous and …

  228. I had an excellent experience!
    Their member service specialist helped me resolved all my documentation issues. She took the time to go over each single transaction one by one finding the corresponding claim to match it. She was very pleasant, knowledgeable, and professional.

  229. The rep was pleasant, knowledgeable & helpful. She explained everything in terms that it was easy to understand. She treated me as if she’d known me but yet maintained professionalism. She answered all of my questions & was very helpful with addition information. Excellent customer services skills.

  230. I have had a few opportunities to call HealthEquity and every time, their customer service has been able to answer my questions, let me know what to do, or completed my request for me, all with a very cheerful attitude. Today’s call was an …

  231. I spoke to a young lady by the name of Tiffany on 11/15/2022 at around 1:00pm. She was very knowledgeable, professional and provided exceptional customer service! It was so good I would recommend using her call as an example of how to …

  232. I called them for an issue I had with my commuter card. The customer service person I spoke to was cordial, warm, professional, efficient and effective. she quickly made me feel like a valued customer and helped me through the process at …

  233. These folks have been very helpful answering 99.5% of my questions…especially, since I had no idea this benefit existed. I would not hesitate for a moment to give them a call again. My only issue is they couldn’t tell me why my …

  234. I needed help from HealthEquity for charges I needed to submit and also for commuter portion of my card. The person who helped me was very knowledgeable and helped to answer all my questions and made sure I was aware of deadlines for …

  235. I had a questionable transaction and received an email recommendation that I call Heath Equity 24/7 to report if the transaction was not me. At 9 pm Friday evening I called and the service person was very helpful and personable. He helped …

  236. Health Equity is so great to work with. I ran into an issue where I was at the providers office and needed to pay a bill. I had failed to activate my card and needed to do so right away. I was able to reach them via chat, right from the …

  237. I spoke with a representative from HealthEquity this morning and she was so friendly, knowledgeable, helpful, and intent on solving my issues with my HealthEquity card. She stayed on the line while I accessed my HealthEquity account and …

  238. I love the customers support they have. They make it quit as possible and very good communication skills. took care of my problem do fast I couldn’t believed. when I had to pay out my pocket because my money wasn’t in my account yet. I had …

  239. The call center Specialist Theodore was pleasant, attentive, and understanding of my health issues. He took my information and handled my issue in complete stride. Both quick and courteous, and it’s nice to have that kind of customer …

  240. I called Health Equity to get info about my coverage and spoke to a lady by the name Shy. Shy was very helpful and walked me through the processing of completing what I needed. She stayed on the line, and once I was finished signing up she …

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