Whether you're a client looking to switch advisors or an advisor taking over a group from a previous advisor, myHSA has an AOR process in place to ensure a smooth and fair transition.
If you’re in this situation, simply reach out to our team at Support@getmyhsa.com for further guidance. One of our Account Managers will follow up with detailed instructions on the next steps to complete the process seamlessly.
We’re here to help make the transition as easy as possible!