Is there a way to connect to HSA Investor account in UMB from Quicken?

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suepfister
suepfister Member ✭✭✭
edited February 2022 in Investing (Windows)
For a UMB HSA Account, the investment account seems to be separate from the HSA savings account. When I link to the UMB HSA Account in Quicken, it only picks up the Savings account information. I don't see a way to connect to the Investment Account. Anybody know how to do this?
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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    edited January 2022
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    Looking at UMB listings in FIDIR.txt, it doesn't appear that "INVESTMENT" activity is supported for downloading.  You might talk to UMB about providing that option.
    03781    03781    03781    UMB Bank    http://www.umb.com    1-800-860-4862    https://www.umb.com/Personal/index.html    ACTIVE    BANKING,CREDIT,ACCOUNTINFO,PAYMENT&DIRECT    BANKING,CREDIT&WEB-CONNECT         BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA

    12824    12824    12824    UMB Bank - HSA    https://hsa.umb.com/    NA    https://hsa.umb.com/    ACTIVE                   BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA

    12389    12389    12389    UMB Bank - New Online Banking    https://securebanking.umb.com/umb/uux.aspx#/login    NA    https://securebanking.umb.com/umb/uux.aspx#/login    ACTIVE         BANKING&WEB-CONNECT         BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA

    Personally my HSA is with HSA Bank and they provide investing options through an agreement with TD Ameritrade, which is an account separate and distinct from the "savings" account at HSA Bank.  So I created a separate HSA - TDAmeritrade account in Quicken and can download information that way. 

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    Or you can set up an HSA with Fidelity. It is all one account and there are no fees.
    QWin Premier subscription
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