Principal® vs. HealthEquity Mobile Utilizzo e statistiche

Keep up with your financial goals on the go. The updated Principal® app makes it easy to keep on top of your retirement savings and gain insights to help you reach your financial goals. Download and use the app to: • Complete simple transactions and quick check-ins: view account balances, roll over funds, change contributions, adjust investments, and more • Discover financial education to help build your confidence and make progress in budgeting, saving, debt payoff, and more • Learn from tools like our personalized Retirement Wellness Score to see how you’re tracking toward your retirement goals • Find your insurance information The availability of information and functionality will vary depending on your plan type(s). To make changes not available on the app, visit principal.com. Some screens may contain more information than is illustrated in the samples. This document is intended to be educational in nature and is not intended to be taken as a recommendation. Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392. Visit our online privacy policy at https://www.principal.com/privacy-policies © 2024 Principal Financial Services, Inc. 3729939-072024

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HealthEquity Mobile

The HealthEquity mobile app is a convenient and powerful tool that gives you on-the-go access to your benefit accounts. Features include: - New member: Sign up or activate your account right from the app. - On-the-go access and history: Access all account balances and history wherever you go. - Documentation: Take a photo with your device, upload images from your gallery, or add images and PDFs from the Files app to initiate claims and payments. - Send payments and reimbursements: Send payments to providers or reimburse yourself for out-of-pocket expenses directly from your account. - Manage debit cards: Link your debit card transactions to claims and documentation, or order, activate, and replace cards for yourself and dependents. - Claims initiation and status viewing: View the status of claims as well as link payments and documentation to claims. - Investments: Manage your HSA investments. View performance, research funds, and place trades. - Notifications: Receive alerts when your HealthEquity card is used. - Enjoy personalized support: Get instant answers to your questions with chat and live help.