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How to Cancel Automatic HSA Investment in Optum?

Published October 27, 2023

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Short answer: You can cancel automatic HSA investments in Optum by logging in, going to the investment section, canceling the automatic investment setup, and confirming the cancellation.

Cancel automatic HSA investments in Optum

Optum Health Savings Account (HSA) offers individuals a tax-advantaged way to save for medical expenses. Sometimes, users may want to cancel automatic HSA investments for various reasons. Follow these steps to cancel automatic HSA investments in Optum:

  • Log in to your Optum HSA account.
  • Go to the investment section of your account.
  • Locate the automatic investment setup option.
  • Select the option to cancel automatic investments.
  • Confirm the cancellation to stop future investments.

By following these steps, you can successfully cancel automatic HSA investments in Optum and manage your account according to your preferences.

If you're looking to stop automatic investments into your Optum Health Savings Account (HSA), you're not alone. It's essential to have control over your finances, and sometimes that means canceling automatic investments. All you need to do is log into your Optum HSA account, navigate to the investment section, and easily disable the automatic investment feature. Confirm your changes, and you're all set!

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