Optum Financial mobile app
The Optum Financial mobile app puts all your account information at your fingertips, so you can get back to the things you love in life.
Optum Financial mobile app
Save time and take control with our advanced mobile app. Download the app today.
HSA withdrawal correction form
This form can be used to redeposit funds withdrawn in error and cannot be used to correct an Excess Contribution Return.
HSA investment overview
Watch this video to learn more about how to set up your investment account — and start investing today.
The five stages of your HSA journey
Learn more about the five-stage journey we go through as we save and pay for qualified medical expenses.
HSAs and Medicare
Learn more about what happens to your HSA once you enroll in Medicare.
Open an HSA
A health savings account (HSA) is designed to help you save and pay for qualified medical expenses.
Health account frequently asked questions (FAQs)
Part of making the most of your health accounts is understanding how to use them. Browse our FAQs to get more from your health accounts.
Health Savings Checkup tool
Estimate health care costs during retirement.
Max out your HSA this year with the contribution limit set by the IRS.
Update communication preferences
Change your Optum Financial communication delivery preferences to online.
HSAs: Part of Your Financial Plan
Learn more about how your HSA can be part of your broader financial planning to create a savings nest egg and potentially save big on taxes.
Options to Invest Your HSA
This video shows you the differences between your two investment options and how to get started.
New account holder checklist
Make sure you're making the most of your new HSA with these easy steps.
On-demand webinar: Tax time and Your HSA
This webinar will help you understand the tax benefits of your HSA, which forms you'll need to file your taxes and how your state treats HSA contributions.
Calculate your health savings
See how your health accounts can impact your wallet. Use our tools and resources to calculate how to save and pay for qualified expenses.
Manage your HSA contributions
Are you taking full advantage of all your HSA's tax benefits by contributing the maximum each year?
HSAs and tax season
Learn about the tax benefits and what you need to know at tax time.
HSA Tax Center
Questions about your taxes? We're here to help. You can get copies of your most recent tax forms by signing in to your account.
Add a beneficiary to your HSA or MSA
Take a minute to ensure you have a beneficiary selected.
What is an HSA?
Learn about the purpose of a health savings account (HSA) and how it works.
How to use an HSA
Learn how to make deposits to and withdrawals from your health savings account (HSA).