1, Report:
#1512578
Posted Date:
Oct 07 2021
Optum Bank I am unable to use my funds
the beginning of September i requested a roil-over of my account to my Credit Union, as i had started a new job and did not want to pay their 'stand-alone' fees. they received the letter on 9/5/2021 and charged me the standard fee, anyhow, which i found out was non-refundable.
on 10...
Entity
Optum Bank, 1
Author
Don, longmont, CO, United States
Categories: Health Ins, Health Savings Accounts
4, Report:
#1460542
Posted Date:
Sep 12 2018
Conexis WageWorks Taken all funds and closed account
This company closed my account and forfitted my funds of over 3 thousand dollars after termination .After closing the account I started getting emails that they are not going to cover thousands of dollars in claims I submitted prior to closing my account that was already approved fo...
Entity
Conexis, 1
Author
Joe, Spring, United States
Categories: Health Savings Accounts
5, Report:
#1447867
Posted Date:
Jun 18 2018
BenefitWallet My Benefit Wallet Mellon Bank BenefitWallet would not research, respond or return my $1,000 inappropriately kept by BenefitWallet and/or their third party providers Secaucus NJ New Jersey
$1,000 too much was withdrawn from my bank account and I cannot get it returned. I made an online contribution to my HSA before the April 15, 2018 deadline to take a tax deduction for the 2017 tax year. I oringally inputted in the website a $3,250 contribution. Aft...
Entity
BenefitWallet , Secaucus, NJ, 1
Author
CertifiedPublicAccountant33316, Fort Lau...
Categories: Health Savings Accounts
6, Report:
#1438900
Posted Date:
Apr 16 2018
Benefit Wallet If you can avoid them, do so unknown unknown
Benefit Wallet is very, very difficult to deal with. Unfortunately, my employer picked them to be the one to handle my Health Savings Account, so I was stuck with them. They just sent me a renewal debit card in early March, but then after I called to activate it, they deactivate...
Entity
Benefit Wallet, unknown, unknown, 1
Author
D. R., Pawleys Island, SC, United States...
Categories: Health Savings Accounts
7, Report:
#1437316
Posted Date:
Apr 05 2018
Benefit Wallet Bank NY Mellon Benefit Wallet makes mistakes and charges you to fix them Secaucus New Jersey
Benefit Wallet (BW) mislabeled a return of an incorrect distribution to my Health SavingsAccount (HSA), clearly marked as such. They are offering no solution to the problem beforethe deadline for filing my income taxes. Also, BW mailed me a Form 5498-SA for 2017that erroneously stat...
Entity
Benefit Wallet, Secaucus, NJ, 1
Author
Alejandro, Stony Brook, NY, United State...
Categories: Health Savings Accounts
8, Report:
#1431524
Posted Date:
Feb 27 2018
UMB Bank Health Savings, UMB Bank, UMB Financial Corp. UMB Financial Services, Inc. UMB Bank Erroneously Deducts Monthly Fees from HSA Accounts with Min Balance Kansas City Missouri
Through my former employer, I had an HSA account with UMB Bank. When I left my job, my UMB Health Savings account balance was $3001.88.
Subsequently, UMB enacted a policy that accounts with a balance LESS THAN $3000 would be subject to a monthly $2.50 fee. As my account balance was ...
Entity
UMB Bank Health Savings, Kansas City, Missouri, 1
Author
Jenn, New York, New York, United States
Categories: Health Savings Accounts, Unauthorized transaction
9, Report:
#1430744
Posted Date:
Feb 23 2018
Benefit Wallet Rejected Claims After Locking Me Out Of My Account
Recently they switched to a new "improved" layout for their webportal. When this happened, my account was sort of deleted. They had a record of my name, email, and social as being linked to an account, so I couldn't create a new log-in. However, when I went to use my existing creden...
Entity
Benefit Wallet, 1
Author
Kyle, Newbury Park, California, United S...
Categories: Health Savings Accounts