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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.
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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.
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