I made the mistake of moving my HSA from Optum bank to BenefitWallet when I started a new job. The rollover process was a nightmare and the customer service was atrocious and useless.
The money from Optum Bank was sent to BenefitWallet but never added to the BenefitWallet account. I made countless phone calls to them with some records of these phone calls either never making it into their call log system or being erased.
I finally was able to get the money sent to me from Optum and ended up opening a separate account elsewhere. I could not recommend this company less and hope this review saves other the hassle of having to deal with them.
Product or Service Mentioned: Benefitwallet Health Savings Account.
Reason of review: Poor customer service.