Fidelity HSA account doesn't show up

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anotherkarenl
anotherkarenl Quicken Mac Subscription Member
edited December 2023 in Investing (Mac)

I added a Fidelity HSA account, it is on Fidelity NetBenefits page, but not on Quicken. What is the step to make it show up on Quicken?

Comments

  • John H.
    John H. Quicken Mac Subscription Member

    I too have a Fidelity HSA account along with my Fidelity 401k, and the only account that Quicken for Mac recognizes is the 401k. Can you correct this?

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @anotherkarenl and @John H.,

    Have you reached out to Fidelity to confirm that they have allowed HSA account(s) to be downloaded from a specific instance?

    If not, it is recommended to request to speak to a tier 2 agent or representative as they are generally more familiar with third-party applications.

    Please reach back out after doing so!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • John H.
    John H. Quicken Mac Subscription Member

    I spoke with Fidelity and they suggested that I use Fidelity Investment Mac, and the HSA account was available there to connect to. Thanks.

This discussion has been closed.

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