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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!

tkstaple

I'm having this same issue with HSA downloads. This CSV option in Quicken is not worth it since you have to restructure the file so Quicken can accept it. Faster to manual entry if you have just a few transactions. I spoke to Fidelity today about it, and they said it is being worked on. This has been going on since October, so is anyone really working on it?

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Quicken Alyssa

Hello @tkstaple,

Thank you for adding to this discussion to let us know your findings after reaching out to Fidelity.

It is good to hear they are working on it, and I hope they can get it resolved soon for all of you!

Thanks again!

MollyG

Add me to the list of the frustrated!

MollyG

Just got out of a chat with Fidelity because the mixed messages on line have driven me to the brink. First they insisted that the problem was on Quicken's end. They pointed to a dated chat as evidence. Then they said that they were working on a problem with the H.S.A. accounts - that they were just informed of it and that my problem is an old problem and I need to work with Quicken. Then, 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 fine then they said it was probably the new problem. 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 we all have a timeline if we have to make year end H.S.A transactions. I'm going to try posting on the Fidelity reddit page. I think we need to make some noise or this will not get resolved. I wish Vanguard would just offer an H.S.A. While I agree that Fidelity's on line reporting/trading functions are better than Vanguard, at least I never have a problem getting Vanguard transactions correctly downloaded.

pbmsmit

Quicken guys: any update about this issue? Going on for 4 months now

Quicken Alyssa

Hello All,

Thank you for adding to this discussion with your comments and concerns. And thank you to those of you who have reached out to the financial institution.

This is still a Known Issue, and there have been no recent updates. Please bookmark the linked announcement, as updates and or changes will be posted there if and when they occur.

Thank you!

ghclark

Just did an OSU, and Fidelity HSA transactions for roughly the last month downloaded, but there is a batch missing from early October to mid-December.

pbmsmit

You may be lucky. I tried and even downloading transactions for 471 days didn't fix my account.

Quicken Alyssa

Hello All,

Thank you for adding to this discussion.

Interesting that @ghclark experienced some transactions downloading.

From our end, this is still a Known Issue, and there has been no change to the status of this. If we do receive any update, it will be posted to the linked announcement, so make sure you have it bookmarked.

Thanks again!

tkstaple

I was having this problem with Fidelity like everyone else. I did start receiving the downloads from the HSA starting last week. The first volley was about a months worth from past transactions. Since then I've received 2 more downloads when I actively traded on the account. I don't know if it's fixed for good but so far it recently started working for me. Something happened. Hopefully it continues.

pbmsmit

While fixing my Fidelity 401K issue with re-balancing, I deleted this HSA account (after making a backup copy!) and the 401K and I re-added it (new) to quicken and …… both my accounts were there with all transactions up to this week! So it looks the delete was necessary to get the HSA transactions. Of course this isn't the solution to delete and add accounts but perhaps it may help in debugging the issue. (Again, it's a pity that Quicken doesn't save (or logs) the QFX that was used for adding the account)

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!