Search results
Results From The WOW.Com Content Network
Sooo, I moved my HSA to Fidelity and have been pleased so far. OPtum charged a $20 transfer fee and it took 2 weeks until the Fidelity money was free and clear, because Optum mailed a paper check. Can you imagine a bank to bank transfer being made with a paper check?! Good riddance Optum!
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. Integrations: I just tried to set up Betterment investments of my Optum Bank HSA.
February 2023 edited May 2023. It looks like Optum Bank has a new process where it redirects to HealthSafe ID at login. As a result I can't connect to Quicken for downloads. I assume this is an Optum Bank issue since they need to update Intuit for the redirect, but wanted to see if anyone else is having this issue?
On the main page you can open the Investements tab, then look at Fund information. This will list all the funds that are offered with the corresponding 5 letter ticker code. Google search each ticker code to get more information. My money is split 4 ways in: Vanguard 500 index -VFIAX. Vanguard Midcap index- VIMAX.
Just got this email from Optum Bank: Thank you for being a valued Optum Financial accountholder. We are writing to inform you of a necessary security update that occurred on June 21, 2024. This update prevents external financial management applications called “aggregators”, which you may have enabled to use your stored login credentials ...
wkrick. •. Once or twice a year initiate a transfer of 90% of your balance. Optum will charge you a fee every time you transfer money. I think it's at least $20 and might actually be $50. You have to consider the opportunity cost of leaving your un-invested balance for 12 months in the Optum HSA plus the transfer fee.
Go to the Accounts menu and choose Hide and Show Accounts. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists. Open the account register and navigate to the Settings gear on the bottom-right corner. Click on the Downloads tab. Click Disconnect Account (if there are more than one account associated ...
Next, go to the linked account that is no longer syncing. Hit Edit->copy balance history. Copy the entire balance history to the manual version of the account (and confirm that the balance history charts on both versions of the account match). In the no longer syncing version, select all transactions. Hit the orange button-->Move__ and choose ...
Register. Log into your online account with Optum. Click on "Account Overview". On the next screen, click on "Export to Quicken". If you get prompted by your browser to Open or Save, choose Open. Toggle back to Quicken, using Alt-Tab. If this is the first time you have imported transaction using DC, a dialogue box will appear asking which ...
Optum Bank HSA - Can't connect. jasonmelo72 Quicken Mac Subscription Member. October 2023 edited November 2023. Quicken version Version 7.3.2 (Build 703.50456.100) - Subscription. MacOS version: Sonoma 14.0. When trying to add the account the available options are: 1- Optum Bank (optumbank.com)