Is there a way to download transaction from HSABank Devenir Investment account?

Howard Hoffman
Howard Hoffman Quicken Windows Subscription Member ✭✭
edited August 2023 in Download, Add/Update Accounts (Windows)

Hi,

I can download from the non-investment account. It shows up as saving. It ask for one-time password every time. Annoying but not intolerable.

But I can't find way to download transaction from the investment account (Devenir). Any way to do that?

Thanks

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I don't know of a way to download from Devenir, but HSA Bank also offers investments via TD Ameritrade, soon to switch to Schwab. The Quicken connection to TDA works well, Schwab transition is an unknown.

    My plan is to move the HSA from HSA Bank to Fidelity, which has everything in one account and no fees.

    QWin Premier subscription
  • Howard Hoffman
    Howard Hoffman Quicken Windows Subscription Member ✭✭

    TD is available but setting up auto-investment is not easy.

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