Fidelity HSA account doesn't show up
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?
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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?
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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
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I spoke with Fidelity and they suggested that I use Fidelity Investment Mac, and the HSA account was available there to connect to. Thanks.
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