HSA Bank no longer downloading my transactions

actuary314
actuary314 Member ✭✭✭

I've been using Quicken with HSA Bank for years with no problem. All of a sudden (about the last 3 weeks) my HSA Bank transactions are no longer downloading to Quicken. I'm using the latest Windows version of Classic Premier. Is anyone else experiencing this problem?

Best Answer

  • actuary314
    actuary314 Member ✭✭✭
    Answer ✓

    Resetting the account (i.e., deactivating and reactivating) did the trick. Thanks for your help.

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @actuary314,

    Thanks for reaching out!

    Upon further review, I can see that you are internally receiving an FDP-185 (CC-585) with these accounts. This usually means that your financial institution has added a new security feature that requires your attention before your account can be updated. This could be a new verification step that needs to be completed on the financial institution's website. You can find the instructions to do so below. It is recommended to save a backup before proceeding. You can find more information and these instructions in this Support Article.

    Ensure you are on the latest release for your version of Quicken:

    1. Select Tools menu > One Step Update.
    2. Click Update Now.

    You can also check for an update by going to Help > Check for Updates.

    Refresh your online account information:

    1. From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
    2. Select Update Now. Screenshot 2025-03-10 at 3.39.02 PM.png
    3. Follow the on-screen instructions to complete the update.
    4. Repeat these steps for each financial institution experiencing this error.

    Visit your financial institution's website:

    1. Sign in to your financial institution's website.
    2. Navigate to the page where you view your account information.
    3. When you encounter the new web page that requires your response, fill out the requested information and dismiss the screen. If you have the option to not display the page or ask you again, select that option. If you do not, the error may continue to occur.

    Note: Some financial institution websites may have this new security requirement located in your inbox or message center. 

    I hope this helps!

    -Quicken Jasmine

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  • actuary314
    actuary314 Member ✭✭✭
    Answer ✓

    Resetting the account (i.e., deactivating and reactivating) did the trick. Thanks for your help.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Thanks for coming back to update us! I am happy to hear that you were able to reach a resolution.

    Please don't hesitate to reach out again if the issue returns!

    -Quicken Jasmine

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

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