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Unable to link Optum HSA

I was told by Optum HSA Bank that Quicken cannot link to their accounts due to an incompatibility. I have Mint linked to these accounts successfully. Is there any way to make this work?


  • cf77
    cf77 Member
    Same issue here, my HSA was moved to Optum Bank from hsabank.com. Seems like Optum HSA may have blocked Quicken based on the error I get (below). Been trying it for a few days and get the same thing.

    institution login: can't setup (aggregator error)
    BID: 50058
    FI name: Optum Bank

    "status" : "AGGREGATOR_IN_ERROR",
    "aggregators" : [
    "cpAggStatusDetail" : "Error 155 FI is blocking our access",
    "isProcessing" : false,
    "aggStatus" : "FI_BLOCKING",
    "cpAggStatusCode" : "ccscrape.155"

    Anyone know what is going on?
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    edited January 2020
    Hello @patjdixon and @cf77

    A permanent block has been placed by Optum bank on downloads to Quicken.

    Only the financial institution or their service provider can determine if and when they will allow connections through Quicken once again. 

    Thank you,
    -Quicken Tyka

  • rismanma
    rismanma Member ✭✭
    edited February 2020
    I called Optum Bank HSA customer service on Feb. 1 and was told their technicians are working on it, but the representative didn't seem to have any information about why it was blocked or when it may become unblocked
This discussion has been closed.