UPDATE! 7/15/24 OPTUM Bank / OptumHealth Bank - HSA - FDP-103 / CC-503

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We have identified that users with OPTUM Bank and OptumHealth Bank - HSA receive a FDP-103 in Quicken for Mac & CC-503 in Quicken for Windows. Optum no longer allows 3rd Party Financial Applications access to account data due to security.

When logged into the FI's site, Optum provides the following statement on their site: "Security update will no longer allow financial management tools to integrate Optum account details. To better protect you and your data, we are no longer allowing third-party financial management applications (such as Credit Karma and Yodlee) to use your credentials to log in to our systems. As of 8:00 PM CT on 6/21/24 your Optum Financial information will no longer be accessible on those sites."

This has been escalated internally, though we do not have an ETA at this time.

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Thank you!

(Ticket# 11132468/CTP-10272)

Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Moderator mod
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    UPDATE 7/1/24

    We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your patience. 

    Thank you!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Moderator mod
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    ONGOING 7/8/24 

    This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.

    We apologize for any inconvenience and appreciate your patience.

    Thank you!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Moderator mod
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    UPDATE 7/15/24

    Due to a security change at Optum downloads are no longer allowed. Users can manually enter transactions or download and import their transactions via web connect files.

    Users will need to use Web Connect to import transactions. For more information on Web Connect, please read this article.

    We apologize for any inconvenience and thank you for your patience. 

    Thank you!

    Quicken Kristina

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