Lively...HSA Accounts

Danno Member ✭✭
BMO just transferred their HSA accounts to Lively effective May 8, 2022. I guess that I have to manually create an HSA account and then manually enter all transactions until Lively starts using Quicken unless I'm missing something.


  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited May 2022
    As mentioned in your other topic - it is TOTALLY up to each financial institution to contract with Quicken for which level of downloading support they want...... Quicken is a service - and Lively has to chose to become a customer - it currently is NOT.

    QWin - R54.16 - Win10

This discussion has been closed.