Can't retrieve HSA from Fidelity NetBenefits Site Any Longer

Dale Lantrip

After changing username/password for better security on Fidelity NetBenefits, I had to delete the linked 401K and HSA accounts because Quicken kept prompting me for a password with my old username (which was my SSN). I was able to use the new credentials to link to my 401K, but NOT to my HSA which is in the same portal using those credentials online. [Removed - Solicitation]  I've tried this a number of times with different types (brokerage, other and custodial, but nothing appears to work. I am not offered to link to the HSA information at Fidelity. I called Fidelity, but they told me to come to this site and pose the question instead. [Removed - Solicitation]

Can anyone tell me what I'm doing wrong. This is NOT something I want to track manually.

Quicken Anja

Hello @Dale Lantrip,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this and for not having received a response yet.

To start with, I suggest disconnecting (if you haven't yet) the account(s) experiencing this issue, removing the saved login credentials from the Keychain Access app, and then reconnecting the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
   
10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
11. Wait for the list to finish updating and the " Updated: " section displays the current date.
12. Click the Show List button to continue
13. Use the search field at the top of the list to find and select your financial institution and click Continue
14. Follow the prompts to sign in using your login credentials associated with the financial institution
15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

I hope this helps!