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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.

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Mobile App

When balancing everything you have going on in your life, family – fun – hobbies – work, you need smart tools that save you time so you can focus on the things that are most important.

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. See your account balances as soon as you sign in, and swipe through accounts for more details. 

Need to make a payment? Just tap to pay a provider or yourself. Enter a few pieces of information about your payment, then, upload a picture of your documentation. And that’s it!

Want to review payments or contributions? Tap transactions for all your account activity and search or filter to find specific information. Looking for the status of your claims? Tap to view all claims, or those that require more information. And there’s more – tap the menu for everything else you need– from direct deposit to FAQs.

When you prefer to access your account from your desktop, you’ll find the same ease and convenience. Balances and other important information, like recent account activity, are displayed on the main page, and you can easily view each account by clicking on the account tab.

 

There’s a helpful dropdown with links to popular pages and actions. Need to make a payment? Click to pay a provider or reimburse yourself. Enter a few pieces of information about your payment, then upload your documentation. It’s quick and easy.

 

Looking for claims details? The claims menu lets you quickly get to all claims information. Stay connected - be sure to check your inbox for messages and announcements. There’s also lots of helpful information – from guides and tips to calculators, videos and forms. And if you ever need help, a link to FAQs is on every page under “Help”.

 

Be sure to set your personal preferences, like direct deposit and text alerts, so that your account is customized just the way you want.

 

So… why not simplify your life with smart tools that help you get back to the things you care about most? Sign in to the mobile app or website today – it’s a snap!

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Check out the 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. See your account balances as soon as you sign in, and swipe through accounts for more details.

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Resource library

Search our resource library for additional resources — from videos to financial wellness articles — that can help you learn more about how to save, pay and invest your health care dollars now and into retirement.

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Health savings accounts (HSAs) are offered or administered by Optum Bank®, Member FDIC, or ConnectYourCare, LLC, each a subsidiary of Optum Financial. HSAs are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. State taxes may apply. Fees may reduce earnings on account. Flexible spending accounts/arrangements (FSAs), health reimbursement arrangements (HRAs), Commuter and Parking Benefits, Adoption Reimbursement Plans, Tuitions Reimbursement Plans, Surrogacy Reimbursement Plans, Lifestyle Plans, COBRA Benefits, and all other account types are administered on behalf of your plan sponsor by Optum Financial, Inc. or ConnectYourCare, LLC (collectively, “Optum Financial”) and are subject to eligibility and restrictions. Please contact a legal or tax professional for advice on eligibility, tax treatment, and restrictions. Please contact your plan administrator with questions about enrollment or plan restrictions. Federal and state laws and regulations and the design of your plan are subject to change.

Self-directed mutual fund investment options are made available through the services of an independent investment advisor, or your plan sponsor. Discretionary advisory services are provided by Betterment LLC, an SEC-registered investment adviser, with associated brokerage transactions provided by Betterment Securities, member FINRA/SIPC. For details and disclosures visit betterment.com. Certain brokerage services are offered through TD Ameritrade, Inc., member FDIC/SIPC and a subsidiary of The Charles Schwab Corporation.  For details and disclosures, visit  www.tdameritrade.com. The Schwab Health Savings Brokerage Account is offered through Charles Schwab & Co., Inc., member FINRA/SIPC. For details and disclosures, visit schwab.com.

Orders are accepted to effect transactions in securities only as an accommodation to HSA owners. Optum Financial and its subsidiaries are not broker-dealers or registered investment advisors and do not provide investment advice or research concerning securities, make recommendations concerning securities, or otherwise solicit securities transactions.

Apple, the Apple logo, Apple Pay, Apple Watch, iPad, iPhone, iTunes, Mac, Safari, and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries. iPad Pro is a trademark of Apple Inc. Android, Google Play and the Google Play logo are trademarks of Google LLC. Data rates may apply.

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