Fidelity HSA Download Issue

pgolda
pgolda Quicken Windows Subscription Member
edited January 6 in Download, Add/Update Accounts (Windows)

Hi, is there any update on the issue below? Is there an ETA? It has been a long time, and the issue is still not resolved.

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

https://community.quicken.com/discussion/7967418/only-one-of-fidelity-accounts-is-not-downloading-transactions

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @pgolda,

    Thanks for checking in. I know this has been going on for a while, so I understand the frustration.

    At this time, there isn’t an update or ETA to share. To clarify the situation: this isn’t a Quicken-side bug or something our teams can actively fix. Fidelity HSA accounts are currently structured so that transaction and cash balance data are not being sent to Quicken, which is why HSA transactions stopped downloading.

    Since Fidelity isn’t providing that data, Quicken isn’t able to download or sync HSA transactions for those accounts. For now, the only available workaround is to manually track the cash balance and any transactions you’d like reflected in Quicken.

    We are continuing to monitor the situation, and if Fidelity changes how HSA data is made available to third parties like Quicken, we’ll update the Community Announcement you linked.

    Thank you for your patience.

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    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!

    -Quicken Anja
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  • bobandsherry82
    bobandsherry82 Quicken Windows Subscription Member ✭✭✭
    edited January 22

    Thanks for the update, glad it's been resolved. But not impressed it took months to rectify. But I guess that's better than the another issue I've had for over a year now to be rolled out. I even worked with the developer to show them the underlying problem and they confirmed to me they had fixed the issue. A year later the bug continues in the code.

    https://community.quicken.com/discussion/7958012/bug-report-incorrect-account-balances-in-account-balances-report-for-investments#latest

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