Optum Bank HSA Investment Account Not Found?
jafeldma
Quicken Windows Subscription Member ✭✭
I am able to link my Optum Bank HSA Cash Account and Optum Bank FSA Dependent Care Account. However, Quicken is not finding my Optum Bank HSA Investment Account when I try to connect with Optum Bank. Any ideas?
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Best Answer
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Optum Bank has chosen not to provide support for their investment accounts in Quicken. I suggest you use an offline investment account to track your holdings.2
Answers
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Optum Bank has chosen not to provide support for their investment accounts in Quicken. I suggest you use an offline investment account to track your holdings.2
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Sad! But, thanks for confirming. It’s strange that such support for Optum HSA investment accounts exist in other financial aggregators [removed - no solicitation]. Not sure why Optum would explicitly withhold support for Quicken. But, c’est la vie.0
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But how would I update the offline investment account? I just want to track the balance off of my statements since the brokerage account is not supported?0
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How accurately you'd like to maintain an investment account register in Quicken is entirely up to you. With offline registers, we may enter every transaction (press Ctrl + N) or balance adjustments (press Ctrl + Shift + N).EFKelm said:But how would I update the offline investment account? I just want to track the balance off of my statements since the brokerage account is not supported?0
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