Iirc, optum hsa has two options It just returns to the login dialog resulting in an endless loop Either betterment or mutual funds
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Both are simple and easy to do automatically.
Security update will no longer allow financial management tools to integrate optum account details
Maybe somebody from optum will see this My former employers' hsas are managed by optum financial My current employer's hsa is managed by optum bank Differentiating between these intertwined entities is confusing for the individual participant
Optum bank uses the optum financial name even when they are behaving as separate entities. My new employer uses fidelity for hsa and the previous one uses optum bank In my optum hsa account, i always have to keep at least $3000 in balance before investing For the rest of the money i have saved in hsa, i invested all in vanguard wellington and vanguard s&p 500 index funds.
I have had an hsa at optum bank for a few years now and have put money into it every month
It's around $10k at the moment Optum says that i can invest that savings into the market to increase it's value as long as i have over $2k in the account. Optum charges a fee every time you transfer money to another hsa account I think it's between $20 and $50 the last time i checked
Otherwise, check the fine print in your optum account My hsa with optum bank will waive the fees if certain conditions are met. My optum health bank hsa continues to display a zero balance even though it is fully funded I have deleted the account and readded it several times.
The quicken connect link to optum bank suddenly stopped working as of june 1 or so
When attempting to reset the connection the login dialog box for the provider within quicken it does not accept the valid login credentials and refuses to connect