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Fidelity HSA - just another part of the Fidelity problems - Quicken Announcement

Carefree

Why was Fidelity so bad with the cutover? Did they do Zero planning? My rep has consistently blamed Quicken only when it's their data mapping that has been the majority of the issue. And if they aren't blaming them, they have suggested workarounds that we all know don't work or aren't what we want.

I don't think they offer any more magic than the other brokers with brick and mortar, like Schwab.

Schwab does offer an HSA brokerage account. You have to link it through Lively for the Health Savings side. They charge $24 a year, but Schwab charges nothing.

I don't have issues with the problems; I have issues with how Fidelity has handled them.

https://community.quicken.com/discussion/7967098/10-13-25-no-transactions-for-fidelity-hsa-accounts

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Comments

Quicken Alyssa

Hello @Carefree,

Thank you for sharing your experience, though I am sorry for your continued frustrations with Fidelity.

As you know, no transactions for Fidelity HSA accounts, is a known issue, as you have linked in your post. I apologize for the inconvenience this has caused.

Thank you!

Carefree

The long list posted of Fidelity issues doesn't give me faith in their concern for the issues. I really don't understand how unprepared they were for this.

Quicken Alyssa

@Carefree,

Thank you for following up. We do understand the impact of the issues that have occurred thus far with the Fidelity migration.

I apologize that this has not been a smooth process, and I can assure you that both Quicken and Fidelity work hard to resolve issues as they arise.

Thank you for the feedback.

jancarpenter

I too have had problems recently downloading transactions from a Fidelity HSA. Please fix this!

Carefree

Fidelity doesn't seem to care about the HSA accounts; they have known this for many months.

Quicken Alyssa

Hello All,

Thank you for adding to this discussion.

Just wanted to clarify, we do have an Announcement up acknowledging this issue, as the OP linked in their post. However, Fidelity has not given any indication that they plan to change this.

Make sure to bookmark the announcement to be updated if the situation changes. But, as of now, no dates or plans have been shared with us.

In the meantime, we recommend that you manually update cash balances for your Fidelity HSA accounts in Quicken.

Thank you.

cscarbr1

After futzing with the Fidelity HSA issue for over a week, I finally contacted Quicken who let me know this is a known issue. It is interesting that some are blaming Fidelity, whereas it is very difficult to understand when the Fidelity HSA account specifically states a transaction as DEBIT but Quicken posts it as CvrShrt. This is not a stock trade, it is a simple CASH account. I have a Cash Management Account with Fidelity that comes across clean, DEBIT or CREDIT. I believe the issue is on Quicken's translation. [Removed - Speculation]

Carefree

https://community.quicken.com/discussion/comment/20522870#Comment_20522870

Fidelity is being blamed because they didn't prepare for it. Given all the various issues and my own interactions with them, it is clear they did little testing, little prep and now they have a big mess with lots of us.

bsprinzmetal

12-11-25: Please, what is the status of quicken posting fidelity transactions and balances correctly?

Quicken Alyssa

Hello All,

Thank you for adding to this discussion.

The issue with Fidelity HSA accounts not downloading is a Known Issue. There have been no updates/changes to this situation.

The problem is in the way Fidelity is sending the data to Quicken. The data necessary for downloading these accounts is not being sent to Quicken from Fidelity.

Any updates/changes to this issue will be posted to the linked Community announcement. Make sure you have it bookmarked to be notified if changes occur.

Thank you!

MollyG

I 'chatted' with Fidelity yesterday trying to sort the mixed messages online. First they insisted that the problem was on Quicken's end. They pointed to a dated community thread as evidence. I pointed out more recent conversations. Then they said that they were working on a new problem with the H.S.A. accounts - that they were just informed of it but that my problem is an old problem and I need to work with Quicken. When I pushed back, they offered to instruct me on how to create a test file to see if my Quicken file was corrupted. When I pointed out that my CMA downloads were fine then they said it was probably the new problem. The interpretation then: If you are having a problem with your H.S.A. account only then its the "new problem" and its on their end. If you are having a problem with multiple accounts then its an old problem and Quicken is working on it. They could not describe the new problem, tell me how it differs from the old problem, tell me who was working on it or when it would be resolved. "There is no timeline for resolution". I pointed out that unfortunately, I have a timeline since I have to make a number of year end H.S.A transactions.

Bottom line is that Fidelity isn't taking any responsibility here. How do we get their attention short of closing our accounts and going elsewhere?

Carefree

https://community.quicken.com/discussion/comment/20528200#Comment_20528200

@MollyG my experience with Fidelity was they blamed Quicken every time. They did no prep for the cutover. They offered advice on workarounds that were not relevant or were very impractical. My solution is in progress. Moving one account to Vanguard. My HSA is more problematic in that there are few options. The Lively/Schwab accounts are having issues now, so maybe there is something on Quicken's end too. My problem was the lack of customer concern to actually take action and respond well by Fidelity.

MollyG

Quicken actually works pretty well for all of its functionality. I wasn't happy to pay an annual fee but that model was essential to maintain a product that does all this in a world where everyone is trying to steal your money electronically 24/7. My Vanguard accounts all work very well (knock on wood) - I moved and had to leave my long time credit union. Since the Fidelity account had my H.S.A., I opened the C.M.A. there instead of having a brick and mortar account. Now, I'm wondering what else to do…..it all takes a lot of time.

kdierking

Online chat response from Fidelity as of 12/31/25

Alright, I just looked into it a bit further and it appears that HSA accounts are not currently available to be ported into Quicken. From the information I have, it seems that certain information typically required by Quicken for importing those accounts includes information that could be highly sensitive data that we are not allowed to share. We are attempting to find a solution by working with Quicken, but they are unavailable for the time being.

kenmc411

Has anyone had a similar problem with their Fidelity netbenefits 401k retirement accounts? I have a HSA, 401k and brokerage account (via my 401k) and both the HSA and 401k are no longer downloading transactions. The 401k seems to have broken in November (2025) and the HSA stopped working the month before. I don't have any connections errors. Everything appears to work normally by nothing is downloaded. I tried to disconnect and reconnect the 401k account, with detailed transactions, and still received no transactions. I didn't find any posts about 401k problems, just this HSA issue.

Quicken Alyssa

Hello All,

Thank you all for continuing to update this discussion.

If you are experiencing no downloaded transactions for Fidelity HSA accounts, please continue to refer to the Announcement.

If you are having other issues, please create a new post to help us keep the Community organized.

Thank you!

Jon

Downloads for Fidelity HSA accounts seem to be working again as of this evening - I had a transaction download after updating to 8.4.2, and over on the Windows forum several users are reporting HSA transactions from the last few weeks downloading as well.

The transaction I downloaded was from the end of December, transactions that were missed earlier in the fall did not download. So if you weren't manually updating your account during that time you may have to go back & do it now.

jancarpenter

Hallelujah! Thanks for the update. I show this balance twice - once in the cash section, and once in the security section. As it's earmarked as a cash account, it should not show the balance twice. Not sure why that is, but I'll check it out tomorrow and see if it corrects.

evergreen97

on 1/16/26 my quicken classic instance downloaded my fidelity hsa transactions to quicken with the oldest transaction occurring on 12/18/25.

the dividend and withdrawal transactions appear to be correct and non-duplicative, but the sell transactions on 12/16/25 in support of the withdrawals are missing - don't know if its because transactions were >30 days ago and the "fix" only pushed 30 days through the pipe, or remaining problem in integration between fidelity hsa and quicken for sells.

fidelity hsa problem partially fixed?

Quicken Alyssa

Hello All,

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!