Fidelity HSA Account Not Functional for over 2 months - ETA on Solution?

Scott413
Scott413 Quicken Windows Subscription Member ✭✭
edited December 13 in Download, Add/Update Accounts (Windows)

The Fidelity HSA account remains broken after over 2 months. Is anyone actively working this issue? I'm paying for this service, yet no attention/priority seems to be put on fixing the issue. Manually entering data myself is not acceptable. What is the ETA for a solution? I'm wasting a lot of time weekly and am extremely frustrated!!

-Scott

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Scott413,

    Thank you for sharing your experience. This is a known issue affecting Fidelity HSA accounts. The reason your account isn’t downloading transactions or updating automatically is due to how Fidelity provides HSA data—transactions and cash balances are not sent to Quicken. Because the necessary information isn’t being provided by Fidelity, there isn’t anything Quicken can do on our end to make these accounts update automatically.

    For this reason, we recommend manually updating transactions and cash balances for your Fidelity HSA account until Fidelity changes how they send the data.

    We are actively monitoring the situation, and any updates will be shared in the Community Announcement as soon as they become available.

    Thank you!

    -Quicken Anja
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