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Does anyone have opinions/experience regarding Optum Bank as an HSA provider?
Thanks in advance.
Thanks in advance.
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I've used them for years, no complaints.My passion is protecting clients and others from predatory and ignorant advisors 270-247-6087 for CPA clients (we are Flat Fee for both CPA & Fee-Only Financial Planning)
Johanna Fox, CPA, CFP is affiliated with Wrenne Financial for financial planning clients -
I use them because my employer will deposit directly to them. I'm not thrilled with the investment options so I've considered switching. The fees are low enough that I decided it wasn't worth the hassle. I just put all the money in the one Vanguard fund they have (500 fund) and stay balanced with other accounts.Comment
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A quick google search shows 13 admiral Vanguard funds available in Optum HSA (?all may not be available in your pool), including TSM, S&P500, MCB, SCB, Extended Market, REIT, Wellington, LifeStargey Growth, & Health Care. Looks like one of the best HSAs for investment choices to me.Comment
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I was happy to learn that my employer will be transitioning us from a Wells Fargo HSA to an Optum HSA.
Hello, Vanguard funds!Comment
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Ours as well. Wells Fargo sold their HSA division to Optum.
http://www.bizjournals.com/twincities/morning_roundup/2016/06/optum-quietly-snaps-up-wells-fargos-hsa-business.htmlComment
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