Fidelity NetBenefits HSA trade transactions

judysnow

I have a Fidelity Netbenefits HSA account. It took a lot of experimentation to get the transactions downloading properly. I am writing this to help others. You need to select the institution as "Fidelity Investments Mac". I used account type "brokerage" since there is no "HSA" account type. "Detailed transactions" are also supported here. Do not use "NetBenefits Worldwide - Fidelity" or "Fidelity 401k" or "Fidelity Netbenefits" as the institution. All results were the same - cash, not positions. I also experimented with various account types for these 3 institution names.