Is there now support for (Fidelity) HSA accounts?

pbmsmit

I had to renew my Fidelity accounts and 'suddenly' my Fidelity HSA account is included (since 9/15/2024) with detailed transactions. Does this mean there is now official support for HSAs in quicken and can I stop updating HSAs manually?

Quicken Kristina

Hello @pbmsmit,

I'm glad to hear you were able to connect your Fidelity HSA account!

So that we can look into this further and get you an answer to your question, is this HSA account with Fidelity Investments, or a different financial institution with Fidelity in their name?

I look forward to your reply!

pbmsmit

This is with Fidelity Investments. But is it really a new function that is not announced yet?

Quicken Kristina

Thank you for clarifying,

We're looking into it and will post back when we can give you a solid answer.

Thank you!

pbmsmit

FYI I had Fidelity NetBenefits (it didn't download the HSA account), I added Fidelity Investments for my IRA and it came back with 2 accounts: the IRA and the HSA account with data starting 9/15/2024. No earlier transactions, they are in the 'manual HSA' that I maintained for 2 years.

Quicken Jasmine

Hello @pbmsmit,

Fidelity is in the process of making changes towards HSAs, however, we do not have more details to share at this time.

Thanks!

pbmsmit

That is not why I'm asking. Quicken picked up my HSA since 9/15, that's why I'm asking confirmation whether there is support for HSA now or is it 'sleeping code'? It looks it is working.

Quicken Kristina

Thank you for your reply,

Unfortunately, the information @Quicken Jasmine stated is all the information we have available at this time. Have you contacted Fidelity to confirm if they intend to continue supporting the ability to connect HSAs in Quicken?

Thank you!