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

Question

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

Howard Hoffman · Answer

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

Jim_Harman · Answer

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.