Health Equity and 2 Step Verification Problem
GreyCrown
Member ✭✭
The problem I am having is associated to a 2 step verification process that appears Quicken only partially supports. I can set up Quicken Connect to Health Equity HSA and during this initial set up process Health Equity sends a numeric password to my email address. Quicken prompts me for this code and once I enter it i can link up the account. Any future Quicken Connect sessions with Health Equity does not process correctly. Health Equity will send me a numeric PIN every time Quicken requests to sync to the account but this time Quicken does not prompt me so I cannot enter the 2 step verification code and the account never updates.
Version 5.5.7 (Build 55.21646.100)
macOS 10.13.4
Version 5.5.7 (Build 55.21646.100)
macOS 10.13.4
0
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Anyone else seeing the same thing?
What's REALLY annoying, is that per the contract between HealthEquity and Q, HE was supposed to notify Q of this change "in a timely manner", so that Q could make the necessary changes on their end.
HE, clearly, didn't do so ... so now we're paying the price. My wife has been lobbying her HR Dept HARD to get out of HE and into something with sane policies, and better Q connectivity.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
Yesterday, I updated my Win10 desktop program to Release R9.30. I reset the Health Equity account and completed a successful update! I cheered, but it made no difference once I closed out of Quicken. I still receive numerous verification code emails every day.
Yesterday I contacted Health Equity (again) and they (again) told me the problem was with Quicken. Today, I finally deactivated the HE account in Quicken. What a pain.
As we know, however, Q's attempt to collect the data fails due to "Multi-Factor Authentication" (MFA).
For the time being, the only way to stop these emails is to stop Q's attempt to connect ... by disconnecting your HE account from download.
Q employees are aware of this issue and are looking into it.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
Wouldn't hurt for us to bug HE also.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
With our focus on security, we have implemented additional measures when logging in to the member portal, such as multi-factor authentication. With those changes, we are not currently able to support exporting your HSA transaction history directly to Quicken.
However, you can download your transaction details as a Microsoft Excel (.xls) file. To do so, please follow these steps:
It sounds to me like HE has decided that they don't want to pay Q's licensing fee any more ... and they're using "security" to CYA.
BUT, bugging HE to bring back downloads can't hurt.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
day or two to see if it sticks.
It COULD be, that the code that we input is valid for more than one use or for more than a few minutes. We'll see.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
Seems that HE finally got their act together.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
SO, let's keep our fingers (and eyes?) crossed to see how long until HE screws it up again.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP