I had an issue with my HSA when I tried moving to a different HSA account. They straight up lied about two things:
1. Said that since my employer makes contributions to the HSA account that my employer "bypassed" my request to move my funds, which is why it was or was not declined. They could not verbally confirm what exactly was going on with my request. Kept said there was a "discrepancy." (To clarify your employer CANNOT mess with your HSA like that but customer service said they did)
2. The account supervisor I spoke with said she submitted a case for it to be reviewed and sent the case ticket information to my email address. She gave me the case number and she took down my email address. Nothing was ever sent.
I highly do not recommend using Optum Financial. I only use it cause of my employer but you will be losing money if you ever invest your HSA funds with them. Random fees and they take a cut of any money you make when you invest your funds.
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