Fidelity download issue with HSA account

jthullen · October 19

I have several accounts at Fidelity and suddenly in the last couple of weeks, the HSA account no longer downloads any transactions. Brokerage and retirement seem to be fine, just the HSA. No errors in Quicken, it connects and say 0 transactions downloaded. But there are transactions that have cleared and completed processing in the Fidelity account that SHOULD be getting downloaded and simply are not. Anyone else seeing this behavior? I see alot of posts about errors when downloading from Fidelity, but this is different. No errors, it's more like Quicken is just not detecting posted transactions for this one type of account.

Quicken Alyssa · October 19

Hello @jthullen,

Thank you for sharing your experience.

We do have a Community Announcement in regard to Fidelity HSA accounts. Please take a look at that. Do let us know if you have any further questions.

Thank you!

jthullen · October 20

Thank you for providing the link, I will continue to monitor that link for updates

ruavthokie · October 21

What is Quicken doing to fix the issue? I have continuous issues with Quicken not downloading my Fidelity account information correctly over the past 2-3 months. This Fidelity HSA issue is just another one to add to the list.

Quicken Alyssa · October 22

Hello @ruavthokie & @jthullen,

@jthullen You are most welcome.

@ruavthokie Thank you for expressing your concerns and sharing your experience. I apologize that you have had continued issues with your Fidelity accounts not downloading correctly.

Can you be more specific as to what exactly you are seeing from your end? Additionally, screenshots could be helpful as well. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Looking forward to your response!

bdg0296 · November 12

I have the same issue. As of now only my HSA account from fidelity doesn't download any transactions. No errors at all just no transactions. I have tried resetting my account and nothing. My other Fidelity accounts download fine. What is quicken doing to fix this?

Quicken Alyssa · November 13

Hello @bdg0296,

Thank you for adding to this discussion and posing this question.

As far as I am aware, currently, there is no indication from Fidelity that they plan to change the way these HSA accounts are handled.

The issue is with how the information is sent to us from Fidelity. Fidelity does not send transaction descriptions for these accounts. Because a transaction description is a required field, these transactions cannot be processed. Fidelity is aware and, at this time, has not provided any information or dates on whether they plan on changing this or not.

In the meantime, we recommend that you manually update balances for your Fidelity HSA accounts in Quicken. You can also bookmark the Announcement to be notified of any changes.

Hope this helps.

Scott413 · November 15

I continue to have the same issue for the past several months. Why is Quicken not addressing this directly with Fidelity? Manually entering data is an unacceptable solution. The only reason I use Quicken is to bring ALL of my finances together each week. If problems exist, I expect Quicken to step in and resolve as part of my paid subscription. Please escalate priority on resolving this issue.

Quicken Alyssa · November 16

Hello @Scott413,

Thank you for adding to this discussion, though I am sorry that you are having to manually add transactions.

Quicken and Fidelity are both aware of this issue. Please bookmark the Announcement to stay updated on any changes/developments as they occur.

Thank you.

yogeshmathur · November 19

Is there an estimated ETA on when this issue will be fixed on Fidelity's side?

Unknown · November 26

This content has been removed.

Quicken Alyssa · November 26

Hello All,

Thank you for adding to this discussion.

No, unfortunately, we do not have an ETA or any update from Fidelity that they plan to change the way these accounts are handled at this time.

Please bookmark the Announcement to be notified if any change occurs in this situation.

Thanks again!

jljeeper · November 26

https://community.quicken.com/discussion/comment/20516422#Comment_20516422

The Community Announcement makes this issue sound benign (Kristina) says "you will just have to update your cash balances manually". Oh gee if this were only the case. I just spent over an hour redeeming a CD and 6 other corporate spinoff transactions all done manually. I'm almost certain I am screwing up my HSA accounts data. The longer this goes on the harder it will be to sort out. How long is this going to go on? Do we need to consider rolling to another Investment account provider? other than Fidelity? Also no updates in over a month? Quicken is not inexpensive - we should hear if any progress is being made (or not) so we can make decisions ourselves. Paying customers being left in the dark for extended periods with no progress reports is assinine

Quicken Alyssa · December 1

Hello @jljeeper,

Thank you for adding to this discussion, though I am sorry for the inconvenience this issue has caused.

I think my post above answers most of the questions that you are asking.

https://community.quicken.com/discussion/comment/20521829#Comment_20521829

Whether or not you should move your account to a different institution is not something I can advise you on. I can say, Fidelity has not shared any intentions on changing/fixing this, at this time.

The announcement has not been updated because we have not received any update/indication of change from Fidelity. I am sorry if you feel you have been left in the dark. We have provided all of the information that we have available to us.

I hope this helps!

Fidelity download issue with HSA account

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