Reconnecting HSA to Financial Service Provider

jc321
jc321 Quicken Windows Subscription Member ✭✭
edited March 24 in Download, Add/Update Accounts (Windows)

I have multiple accounts with one financial service provider. To clear up HSA issues, I deactivated it and am now trying to reconnect it. During the reconnect process, I am transferred to the financial service provider and asked to authorize my accounts. Do I have to Reauthorize ALL of my accounts or just the HSA I am trying to reconnect? The others appear to work fine.

Thanks

J

[Edited-Readability]

Tagged:

Answers

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Moderator mod
    edited March 24

    Hi @jc321,

    Thank you for taking the time to reach out to the Quicken Community.

    I recommend authorizing only the account you’re trying to reconnect (your HSA account). Once the authorization is complete, you can link it to your existing account to help prevent any duplicate accounts from being created.

    Reactivate and link the accounts

    • Go to Tools > Add Account.
    • Search for and select your Financial Institution.
    • If prompted, choose the appropriate connection method.
    • Follow the on-screen instructions to sign in.
    • When the list of found accounts appears, make sure to select Link to connect them to your existing accounts.
    Link to an existing Account.png

    Please let me know how it goes. I’ll be here and happy to assist further if needed.

    Quicken Carlos

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Moderator mod

    Hi @jc321,

    I just wanted to follow up since I haven’t heard back from you. I’m checking in to see if you still need assistance.

    Quicken Carlos

    Make sure to sign up for the email digest to see a round up of your top posts.

Categories