Optum Financial vs Retirement Plan Access

Managing and paying for eligible health care expenses on the go has never been easier with the Optum Financial mobile app. Designed with unique features like receipt capture and e-sign dependent care certification, you can easily manage account details, access transaction history and view balances - giving you maximum control over you accounts and healthcare finances. Mobile features include: • Access to view and manage all Optum Financial benefit accounts • View account balances and transaction history • Pay providers or reimburse yourself for qualified out-of-pocket expenses • View and manage claims • Receive smart in-app alerts for claims requiring attention • Capture and upload claims documentation through photo capture technology • Quick access to previously submitted documentation • Connect with a live customer care representative via mobile chat 24/7 • Manage account preferences and add account users • Access eligible expenses listing Access Instructions You will need to have an Optum Financial or ConnectYourCare health account to use this app. If you are an Optum Financial or ConnectYourCare customer and need to update your account credentials, please visit www.optumfinancial.com. ABOUT OPTUM FINANCIAL: Optum Financial is advancing the way account holders save and pay for care, connecting the worlds of health and finance in ways that no one else can. Optum Financial is the #1 ranked health accounts administrator with over $17.7B in customer assets under management. By developing proprietary technology and applying advanced analytics in new ways, Optum Financial helps reduce costs while helping people make better health decisions– creating a better health care experience for our customers.

Retirement Plan access provides you immediate access to your employee sponsored plan which is managed by the Oklahoma Financial Center.