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Fidelity HSA not downloading transactions

rskurato

Since the change with fidelity authentication (and version 64.30 seemed to fix most things) my other Fidelity accounts (401k, roth, etc) download transactions and quote without issue (mostly, took some adjustments). My HSA account with Fidelity has not downloaded any transactions since Sept 30 (just quotes). If I try to add it as a new account, it only adds positions and quotes, not transactions, even when I select to add as detailed with all transactions. I think it is a specific bug for this type of account that needs to be addressed. Anyone figure out a workaround?

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Comments

Quicken Anja

Hello All,

The Alert for this issue has been marked as resolved.

If you are still experiencing issues, please contact Quicken Support directly so they can investigate any issues on a case-by-case basis and process escalations if needed.

Thank you!

rskurato

BTW, Fidelity's response -

The issue that had occurred was that Quicken gave Fidelity the green light for a new secure connection type of FDX when in reality they were not ready for the transition. They are still working on fixes in this regard

rskurato

So I came here to see what is the status after all these months, and the response has actually irritated me. Fidelity was sending transactions from the HSA account to quicken, and now they are not? Is that what you are telling me? How were you able to get transactions before? Please explain in detail how Fidelity was sending transactions and what they changed that the software cannot download them anymore?

Mark Wagner

https://community.quicken.com/discussion/comment/20525171#Comment_20525171

While I agree that Quicken can’t fix it themselves they could certainly help raise the issue with Fidelity as it effects how transactions are or are not downloaded into Quickens product as well as negatively effecting customer satisfaction with Quicken. As I indicated in my previous post this had been working just fine for years prior to the switch to EWC+. I have already raised the issue with Fidelity but I’d like to think that they would listen more to Quicken on this than the few customers/users who will take the time to raise the issue with Fidelity (not to mention if those user complaints would ever even make it to the right person/group within Fidelity).

mikeweberatl

https://community.quicken.com/discussion/comment/20525164#Comment_20525164

Sounds like this is an issue between Fidelity and their customers. It's up to Fidelity to choose to fix it. Quicken can't help us.

Mark Wagner

What is the latest status of this problem. Fidelity HSA transactions were downloading into Quicken just fine for years prior to the switch over to EWC+. Is this being worked on and will it be fixed eventually? Having to manually enter these transactions is not a solution.

MaXGSAPsejbQ4dJVtrRH

It has been 20 days since the last update. What is the current status. I have been manually downloading, updating Quicken, and reconciling. And over a month since it broke. Not really happy about paying for software and having to do thing manually for over a month. Maybe a weekly update would be helpful, so we know the problem is being worked on (in partnership with Fidelity as it looks like this was their screw up).

James White

Anja,

Has Quicken at least communicated to Fidelity that the data format isn't compatible? For my experience, it only took me less than 10 minutes to enter all my Oct/Nov transactions that I just realized were missing, so it's manageable for a while, but not ideal. I am sure that the Quicken team is pretty frustrated with Fidelity for all the changes they've implemented in the last few months; I know I am and it makes me want to yank out my sizeable balances and put it all into my Vanguard account.

James

annonymous132

[Removed - Rant/Speculation/Inaccurate]

Quicken Anja

Hello All,

Thanks for sharing your experience. I want to clarify that this is not a Quicken bug or something that is being actively “fixed” on our end. Fidelity HSA accounts are set up in a way that transactions and cash balances are not sent to Quicken. That’s why these accounts aren’t downloading transactions or updating automatically.

Other Fidelity accounts like 401(k)s, Roth IRAs, and brokerage accounts are unaffected, which is why they continue to download correctly.

We recommend manually updating transactions and cash balances for Fidelity HSA accounts until Fidelity changes how they provide the data. We’re monitoring the situation and will share any updates in the Community Announcement previously linked above if the situation changes.

Thank you!

jljeeper

I have two HSA accounts not downloading or updating. These are active trading accounts so its not just a matter of updating the cash balance. This is very burdensome. Why can't we get a verbal statement from Fidelity or Quicken on this issue? Like an expected ETA or we are still trying to figure it out. It worked fine for several years before someone broke it.

Scott413

I'm having the same issue with Fidelity HSA still not downloading as of 11/1/2025. It's been almost a month now since this issue surfaced. Nothing is downloading at all.

Any ETA on solution?

rskurato

For the last week my 401k quotes stopped updating, so the issue is getting worse, not better.

Quicken Anja

Hello @rskurato,

Thank you for sharing the details! This is a known issue affecting Fidelity HSA accounts. Due to the way Fidelity sends HSA data, transactions and cash balances are not currently sent to Quicken, which is why your account isn’t downloading transactions even when added as a detailed account.

Other Fidelity accounts like 401(k)s and Roth IRAs are not affected, which explains why those are downloading as expected.

We’re actively monitoring this situation, and updates will be provided in the Community as soon as anything changes. In the meantime, you can manually update cash balances for your Fidelity HSA account in Quicken.

For more details and updates, please refer to this Community Announcement.

Thank you for your patience while this is being addressed!