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I agree with @Flopbot , what I do is make the existing account manual, then when adding the account from the bank connection, link it to the existing account. It actually is the same account, just a different card number.

@Dick_Davis ,

I’ve had to do this once while using Simplifi. I kept using the same type of card (Visa Chase Freedom), the last four digits just changed. When this occurred, I just went into Settings > Account and disconnected the old (bad #) card. Then, I reconnected the new (good #) card to that same exact account. In the register, you’ll see transactions for the old card followed immediately by transactions from the new card.

In my case, I add the last four digits of the card number to my account name, so I also had to adjust it there.

@RobWilk, @Flopbot, Thank you both for the reponses. With the details, I thought that would be the approach. I like the idea of making the account a manual account and then make it back active when the new card number is known. Thank you both again.

The HealthEquity integration has not been recognizing/updating investment accounts for several months now, with no updates. This is part of an unacceptable pattern of inconsistent/failed account aggregation over the course of several months without updates from Quicken. Hopefully one of the Quicken support staff can provide an update on the status of this onging issue.

So far things have been good with Fidelity Inv & Retirement. Switched everything over 2 days ago. Fingers crossed…