Adding HSA from Wageworks

DKNY2000
DKNY2000 Quicken Mac Subscription Member
edited February 26 in Investing (Mac)

Hi… I'm trying out Quicken again (moved away for couple of years, and now trying again) and setting up my accounts. I have an HSA from Wageworks that I'm trying to add. When I set up my accounts, I can see my my two HSA accounts (one for savings and one for investments) and the current balances. When I confirm and setup the account and download transactions, my HSA Savings is correct, but my HSA investments has a $0 balance. I've read online that the HSA Investments need to be set up as an Investments - Other account, which I have done. But it still is not working. What do I need to do?

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @DKNY2000,

    Are you receiving any error codes or messages? What is your connection method with WageWorks? You can see the connection method by navigating to Settings > Downloads > Connection Type.

    Thanks!

    -Quicken Jasmine

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