As your HSA is an individually owned account, you may choose to leave your funds with HSA Bank or transfer them to your new account with WEX.
Consent Considerations
- Transferring your HSA to WEX allows for a consolidated account experience, rather than managing separate accounts with HSA Bank and WEX.
- If you choose to keep your account with HSA Bank, all contributions after July 1, 2026, will be deposited into your new WEX account.
- While you may keep your HSA Bank account at no additional cost, you will be responsible for managing multiple accounts, tax documents, and debit cards.
- DCSD will cover the account transfer/termination fee charged by HSA Bank.
- Consolidating your HSA with WEX will allow you to more easily manage your account and take advantage of enhanced features offered by WEX.
- If your HSA currently has a zero or negative balance, there is no need to transfer your account to WEX.
To transfer your account to WEX, you must provide consent through the E-Consent link. Consent must be submitted by May 15, 2026.
For more information on how to transfer for HSA funds click here.
Transfer Timeline
E-Consent Window: April 20, 2026 – May 15, 2026
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June 2026: Your WEX HSA account will be opened
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If you have an investment account, it must be liquidated to cash prior to transfer
- July 16, 2026: Any remaining investments will be liquidated to cash
- July 23, 2026: Last day to use your HSA Bank debit card
- Blackout Period: July 24 – August 20, 2026 (no access to HSA Bank funds)
- Around July 20, 2026: Your July HSA contribution will be deposited into your WEX account
- Around August 20, 2026: Transferred funds will be available in your WEX HSA (if you elected transfer)
Important Next Steps
Please review your HSA Bank account and confirm that your personal information is accurate, as it will be used for the e-consent process. Incorrect information may prevent access to the e-consent site.
Please verify:
- First and last name
- Email address
- Home phone number
- Mobile phone number
If updates are needed, contact HSA Bank at 855-731-5213. Please allow at least 24 business hours for updates to reflect in the e-consent system.
Final Debit Card Use
Last day to use your HSA Bank debit card: July 23, 2026
Please discontinue all transactions after this date. Any pending transactions may prevent your account from being included in the bulk transfer.
If you incur expenses after July 23, you should wait until your funds are available in your WEX account and reimburse yourself at that time.
If your account cannot be transferred due to pending transactions, you will need to complete an individual transfer form.
