Optum Financial is advancing the way people save, spend, pay and invest for health care. Please click below to access your account.

For details about your account or to provide investment direction, please log in at www.betterment.com. Your statements, confirmations, and activity history are available securely at betterment.com and bettermentsecurities.com .

HSA Investments through your secure Participant portal at www.connectyourcare.com; the Recordkeeper will directly communicate all such directions to the Clearing Firm.

If you are enrolled in an HSA-eligible medical plan option, Optum Financial will fund the appropriate amount into your HSA for 2024, provided you have opened your account. This site is best experienced in Edge, Chrome, and Firefox.

HSA Plan Savings Calculator for Individuals and Employees. Individuals and employees can realize significant cost savings by enrolling in a plan that includes a Health Savings Account (HSA) coupled with a required High Deductible Health Plan (HDHP).

Savings Account - Your HSA deposit account held at your HSA custodian that provides principal security and a modest interest rate. Savings Accounts are generally liquid and used to pay for current medical expenses from your HSA.

Use this form to designate a beneficiary or beneficiaries to receive your health savings account (HSA) after your death. This designation of beneficiary Form will stay in effect until you submit another valid designation of beneficiary form naming …

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