HSA Bank Investment Account Not Showing Up To Add
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Correct, the Ameritrade account is separate from the HSA invest.
There are no transactions listed under the Ameritrade account. However, if I login directly at Schwab (Ameritrade) not using Simplifi, it shows the last transaction was December 13, 2024.
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Thanks for clarifying the situation, I can agree that it is indeed confusing. To confirm, the Ameritrade and the HSA Invest accounts are separate accounts, and the Ameritrade account was originally associated with Schwab. This account was replaced with the HSA Invest account, yet that account is not showing up as available to add within Quicken Simplifi, correct? Let us know so we can make sure we are all on the same page!
Can you both also provide the following information for teh HSA Invest account:
- Has there been any activity in the account in the last 90 days?
- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
- Is the account a subtype of a different account?
- Has the bank made any recent changes to its website or sign-in process?
- Are you the owner of the account?
- The name of the account, as it appears on the bank's website.
- If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
- A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
-Coach Jon
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- Has there been any activity in the account in the last 90 days? - Yes, every 2 weeks mine has activity
- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to? - No, it is internal. All on the same URL. accounts.hsabank.com
- Is the account a subtype of a different account? - No I don't think so
- Has the bank made any recent changes to its website or sign-in process? - Yes, the UI and menus changed slightly and the HSA Invest account type is new
- Are you the owner of the account? - Yes
- The name of the account, as it appears on the bank's website. - HSA Bank
- If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
- A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
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Coach Jon,
The Ameritrade/Schwab account is separate from the HSA Invest account I am expecting to be able to add.
The Ameritrade/Schwab account does not have any transactions in Simplifi when it is associated with the HSA bank account. Nor does HSA bank show any transactions on hsabank.com website. However, if I login to schwab.com I can see transactions there.
The proper way for the Simplifi end user to deal with the Schwab account is to ignore it/not add it when accessing it through hsabank.com, and to add it separately as a schwab.com account. Otherwise you end up with two accounts in Simplifi with duplicate balances.
To add a 3rd complication to HSA bank, I have a HSA mass transit account. This has separate transactions and balances from all the other ones. The mass transit account is provided through my employer via hsabank.com to purchase tax free bus/train tickets for commuting to work. There may be people with an HSA bank parking accounts also.I agree with @crowtein that the important account to deal with going forward is the 'HSA Invest' account. The Schwab account is irrelevant from the end user perspective since I can add that separately as a Schwab account in Simplifi. The HSA mass transit account is small potatoes and I could care less if that is added to Simplifi. End users in expensive transit areas may disagree.
hsabank.com has been a headache for years with both Mint and Simplifi, so I sympathize with everyone involved. There have been multiple changes to their website in the past 3-5 years which have resulted in aggregators being broken. When I was using Mint it was busted for half the time.0 -
Hello @crowtein,
Thanks for the information! I have submitted this information to our product team and will follow up here with any new information on the issue.
@timwmson and @dont, If you can provide the same information previously requested, I can add/update your information on the ticket as well.
-Coach Jon
CTP-11789
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- Has there been any activity in the account in the last 90 days? Yes
- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to? No
- Is the account a subtype of a different account? No
- Has the bank made any recent changes to its website or sign-in process? Yes
- Are you the owner of the account? Yes
- The name of the account, as it appears on the bank's website. HSA
- If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi. For the HSA Invest account, it just doesn't show at all in Simplifi. Screenshot below of what I see:
- A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
Stuff blocked off in red are redacted.
This is summary page:
This is the Manage Investments page:
This is Commuter Benefit Mass Transit page:
This is the transaction page when I click on Manage Investments→ Choice:
This is current holdings under Manage Investments → Choice:
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This is a screenshot of the email I got dated July 25th, 2024 regarding the changes:
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Hello @dont,
Thanks for the requested information. If you can just provide logs I will definitely add you to the ticket as well!
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Jon
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Done: report created - reference id 477461404572612354
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Coach, I had previosuly sent logs on this at the request of another support person. I also sent several screen shots from HSA Bank's side as well. Are you able to pull that information? I can share my user ID#
Edit: I submitted another log today
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Hello @subiemat,
Thanks for letting us know. In order to add your information to the ticket as well, we will need you to also supply the same requested information that others have submitted.
- Has there been any activity in the account in the last 90 days?
- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
- Is the account a subtype of a different account?
- Has the bank made any recent changes to its website or sign-in process?
- Are you the owner of the account?
- The name of the account, as it appears on the bank's website.
- If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
- A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
-Coach Jon
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- Yes. Biweekly money is added to the HSA bank and then transferred to the invested account.
- no, it is internal
- I have no idea.
- Not that I am aware of
- Yes I am the owner
- through the rest. I have already provided this twice.
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These were both more than 18 weeks ago.
First Ticket: 11338634
Second Ticket: 11386324
They are both still in my help messages. I can send the transcripts if needed.
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Here is the screenshot you requested.
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@Coach Jon - just followed the instructions and sent logs. Issue remains the same as before. The "Ameritrade" account was actually a linked Schwab account that HSA Bank provided prior to changing to an in-house solution called "HSA Invest". This HSA Invest account is nowhere to be seen when I reestablished the connection.
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Hello everyone!
Thanks for the responses. We are aware of this known issue with HSA Bank and have reported this issue to our product team. In the meantime, we do have an alert up for this issue that everyone can follow for updates on the issue here:
If we need anymore information we will be sure to reach out so be sure to keep an eye on the thread! Thank you for your patience!
-Coach Jon
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