HSA: Optum Bank to Optum Financial? My employer recently switched PEOs so we now have a different insurance provider and HSA providers. My old HSA is through Optum Bank and has investments in Betterment. I’m looking to transfer everything to the new Optum Financial account. The customer service team at both Optums were subpar. From my understanding, I need to first transfer my Bet…

HSA Woes: Optum Financial vs Optum Bank – What a mess! TLDR; If you ever deal with Optum – “Financial” or “Bank” or both – they are simultaneously the same company and not the same company. Expect complications because they use these names interchangeably. 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 …