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.
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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.
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We’re here to help make the transition as easy as possible!