Optum HSA account error CC-501
I searched the community and see a whole bunch of people talking about not being able to add Optum HSA any more, but I never found a resolution. I just opened an HSA with them. I try to add the account and get the CC-501 error. See screenshot. Is Quicken not working with this bank any longer?
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I am having the same issue. I contacted Quicken Support and they were not able to resolve the issue. They told me to contact Optum, which I did, but the person I spoke with didn't know what Quicken was. She put me on hold for a while and then came back and told me that the only way I could download transactions to Quicken was by clicking on "Export to Quicken" which is the QFX file download from Optum.
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There is an alert out there for Optum, that might be for this issue, but what it states then, I think, is incorrect. As far as I know, Optum does not allow investment transaction downloads to Quicken Windows, but the alert mentions adding investment accounts.
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Thats funny as the error message flat out says not to contact Optum
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Yes I know, but sometimes it's a no-win situation when dealing with Quicken Support. I have found that Quicken Support will say anything to get you off the phone and close the case number. This last call, I spent over an hour on the phone with them, after going through several troubleshooting steps that I could have done myself, they couldn't resolve the issue. Instead of escalating the issue, they told me to call Optum. They did not even give me a case number.
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@Quicken Anja Can we get an update on this?? @Quicken Janean It's been 2 weeks and no updates.
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@jasonpbyu - I was able to connect to Optum Bank on 5/9/2024 using EWC, and it's been working without issues since then. I had been using WC while the EWC connection wasn't working, and just "upgraded" to EWC on 5/9.
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@quickuserpsp looks like it worked now. They should close out their "known issue" post.
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@jasonpbyu I agree.
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deactivated online service, then set it up again. It worked this time
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