Optum Financial mobile app
Save time and take control with our advanced mobile app. It gives you fast access to information with a friendly, intelligent design. Use the mobile app to drastically reduce the time to act on your health savings account (HSA), flexible spending account (FSA) or health reimbursement arrangement (HRA).
You're in control
You choose how much to contribute and when to use your funds, keeping you in control of health care spending.
Fast-track your payments
Send payments to your providers or request reimbursements with just a few taps.
Eliminate documentation hassle
Our painless photo upload process allows clear and accurate submission of claim documentation in just seconds.
All the tools you need when you’re on the go
Manage your HSA, FSA or HRA anywhere. Sign in using fingerprint recognition or your password to capture receipts, pay bills, search for qualified medical expenses and more. Discover how to maximize your HSA account by tracking your progress along five key stages.
- Scan a receipt and convert text to a new claim
- Check account balances
- Review HSA investment balance
- Enter a new claim and check claim status
- Submit a provider payment request
- Upload claim documentation
- Set up direct deposit
- Add a family member
- Tap to call the Customer Care Center
- See eligible expenses and FAQs
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.
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