HealthEquity Mobile vs Optum Financial

The HealthEquity mobile app is a convenient and powerful tool that gives you on-the-go access to your benefit accounts. Features include: - New member: Sign up or activate your account right from the app. - On-the-go access and history: Access all account balances and history wherever you go. - Documentation: Take a photo with your device, upload images from your gallery, or add images and PDFs from the Files app to initiate claims and payments. - Send payments and reimbursements: Send payments to providers or reimburse yourself for out-of-pocket expenses directly from your account. - Manage debit cards: Link your debit card transactions to claims and documentation, or order, activate, and replace cards for yourself and dependents. - Claims initiation and status viewing: View the status of claims as well as link payments and documentation to claims. - Investments: Manage your HSA investments. View performance, research funds, and place trades. - Notifications: Receive alerts when your HealthEquity card is used. - Enjoy personalized support: Get instant answers to your questions with chat and live help.

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.