Fidelity HSA account no longer supported?

pbmsmit

I know Quicken does not officially support HSA accounts (or is this changed?), but it worked for my Fidelity HSA account. UNTIL 10/16 ot 10/30: I'm not getting updates since then. I did several resets, but no change. They don't offer a QFX or QIF download, only a CSV. Updating the account manually didn't work because of the special structure of brokerage accounts. Please advise what to do?

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Quicken Alyssa

Hello @pbmsmit,

Thank you for reporting this.

Quicken does support HSA accounts, but recently, how these are handled for Fidelity has changed. Basically, Fidelity HSA accounts will no longer have automatic downloads.

Please check out this Community Announcement for more information. The announcement also covers how to handle these going forward.

I hope this helps, and I apologize that I didn't have better news.

pbmsmit

Sorry the reported link doesn't describe how to download transactions from Fidelity HSA, it only says 'update the cash balance manually', that is the least important thing, I need the transactions and only download is a .CSV. Is there a way to convert a .CSV into QFX? I really need Quicken to fix it asap or deliver a simple bypass.

pbmsmit

I called Fidelity helpdesk, and the first thing they told me was to talk to you, Quicken, as they don't own Quicken. I told them they have several communications for downloading to Quicken so they know how to do it and fix the HSA issue. I'm an IT guy, and this looks to me a simple protocol issue because the exchange of data worked and suddenly stopped due to a (untested?) change. I also told them, that a bypass would be to create a downloadable QFX file like they do for all other account types. The only reaction was 'Thanks for the feedback'. Looks like there is no priority or will at Fidelity to fix it.

Bypass from Quicken: I don't know much about the QFX file protocol, but is there a way to 'catch and save' the intermediate/temporary QFX? file (I assume Quicken stores the temp files somewhere) and edit it so it works? I saw such a fix for another issue with Everbank, where a wrong code was used.

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Quicken Alyssa

Hello @pbmsmit,

Thank you for following up. And thank you for reaching out to the financial institution and letting us know the outcome of that.

Quicken does not offer a file converter, and therefore, I cannot recommend one. However, you can import a CSV file into Quicken. Please check out this Help Article for instructions on how to do this.

I hope this helps!