Fidelity HSA downloading again

EvDob
EvDob Quicken Windows Subscription Member ✭✭✭
edited January 16 in Download, Add/Update Accounts (Windows)

https://community.quicken.com/discussion/7968070/fidelity-hsa-transactions-still-not-downloading-ticket-1999090

Happy to report it's working again!

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Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I am also seeing some of the missing HSA transactions as of this afternoon. See detailed comments in this discussion

    https://community.quicken.com/discussion/7969202/no-transactions-for-fidelity-hsa-accounts-ticket-1999090-hsa-accounts-are-not-downloading-transa
    QWin Premier subscription
  • jordanal
    jordanal Quicken Windows Subscription Member ✭✭✭

    Concur - haven't received any Fidelity HSA transactions during OSU since being forced to the EWC+ connection. All of a sudden this morning, I have about 30 transactions downloaded during OSU. Finally!!!

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    Thank you for sharing these updates! We’re seeing multiple reports that Fidelity HSA transactions are now downloading again, which is very encouraging.

    I've reached out to our internal teams to confirm that the issue has been fully resolved. Once that confirmation is received, the Community Alert will be updated accordingly.

    If anyone is still experiencing missing transactions, please let us know so we can continue tracking it.

    Thank you!

    -Quicken Anja
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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If anyone is still experiencing missing transactions, please let us know so we can continue tracking it.

    @Quicken Anja

    In case you missed my earlier comment,

    As of 1/15 at 4:45 PM Eastern time my two Fidelity HSA accounts downloaded cash dividends and reinvested dividends from 12/19 and 12/22/25 plus an FDRXX reinvestment from 12/31. These matched to transactions that I had entered manually.

    The purchase of the "Core" fund FDRXX following the cash dividend was not downloaded. Earlier dividends between 10/3 and 12/19 were not downloaded, but I had entered them manually.

    QWin Premier subscription
  • RocketScientist
    RocketScientist Quicken Windows Subscription Member
    https://community.quicken.com/discussion/comment/20532637#Comment_20532637

    Still experiencing missing transactions here. :(

  • tdmonroe
    tdmonroe Member

    I finally gave up and manually entered my Fidelity HSA data from mid October..Then it downloaded this afternoon, exciting. After spending a couple of hours cleaning up the duplicate entries, and noting a couple of glitches, I went back to home page. My net worth was very wrong. I transferred from Vanguard to Fidelity about 3 years ago, the Vanguard accounts have been closed, hidden, and set to zero. After the HSA download, one of the Vanguard accounts, the brokerage, showed the dollar amount that had been transferred under the more accounts heading in the Account pane. The other Vanguard accounts didn’t. The account showed closed. Any suggestions to resolve this?

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    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.

    @tdmonroe Since your question involves Vanguard account balances and Net Worth calculations, which are unrelated to this Fidelity HSA Alert, please start a new post so it can be reviewed separately. This will help keep the thread focused and ensure your issue gets proper visibility.

    Thank you!

    -Quicken Anja
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