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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.
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!
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.
Related resources
Health savings accounts (HSAs)
Flexible spending accounts (FSAs)
Qualified medical expense tool
Use our qualified medical expense tool to filter by account type and expense type to see if it qualifies.
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. The Schwab Health Savings Brokerage Account is offered to certain account holders through Charles Schwab & Co., Inc., Member FINRA/SIPC. For details and disclosures, visit schwab.com. Brokerage services are offered to certain accountholders through TD Ameritrade, Inc., Member FDIC/SIPC and a subsidiary of The Charles Schwab Corporation. For details and disclosures, visit tdameritrade.com.
Orders are accepted to effect transactions in securities only as an accommodation to HSA owners. Optum Financial and its subsidiaries are not broker-dealer or registered investment advisors and do not provide investment advice or research concerning securities, make recommendations concerning securities, or otherwise solicit securities transactions.
Health savings accounts (HSAs) are individual accounts offered through Optum Bank®, Member FDIC, or ConnectYourCare, LLC, an IRS-Designated Non-Bank Custodian of HSAs, each a subsidiary of Optum Financial, Inc. Neither Optum Financial, Inc. nor ConnectYourCare, LLC is a bank or an FDIC insured institution. 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 (FSAs), dependent care assistance programs (DCAPs), health reimbursement arrangements (HRAs), Commuter and Parking Benefits, Tuition Assistance Plans, Adoption Assistance Plans, Surrogacy Assistance Plans, Wellness Benefits, and Lifestyle Accounts (collectively, “Employer-Sponsored Plans”) 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. Employer-Sponsored Plans are not individually owned and amounts available under the Employer-Sponsored Plan are not FDIC insured. This communication is not intended as legal or tax advice. Federal and state laws and regulations are subject to change. 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.
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The promotional code OPTFSA7, OPTHSA5 and OPTHRA7 cannot be applied to previously placed orders, and cannot be combined with other promotional codes. Additionally, the code cannot be used for prescription drugs or virtual care visits. Promotional codes are not transferable or redeemable for cash or credit. To apply a promotional code you must enter it prior to completing the order.
Free and expedited shipping offers do not apply to shipping outside of the contiguous United States. Additional shipping restrictions may apply.
The Optum Store is an affiliate of the UnitedHealth Group family of companies.
Your employer sponsored plan may exclude reimbursement for certain categories of items. Check your plan document and summary plan description or contact your benefits department for specific coverage details.
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Investments are not FDIC insured, are not bank issued or guaranteed by Optum Financial or its subsidiaries, including Optum Bank, and are subject to risk including fluctuations in value and the possible loss of the principal amount invested.