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Can OptumHealth Bank Customer Service Representatives initiate mutual fund buy or sell transactions on my behalf or provide investment advice?

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Can OptumHealth Bank Customer Service Representatives initiate mutual fund buy or sell transactions on my behalf or provide investment advice?

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A. No, these representatives are not permitted to address specific questions about the funds or provide any investment advice. Only you, the account holder, can initiate mutual fund transactions. If you have a UnitedHealthcare health plan, you can access additional information on HSA investments by visiting myuhc.com. All other account holders should log onto OptumHealthBank.com for more details. OptumHealth Bank account holders may also directly access the mutual fund Web sites or call the fund companies for more information.

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