HSA Bank Investment Account

HRick

HSA Bank brought their investment account in house. Since that change, I have not been able to import my investments or my investment account balance into Simplifi. Please update the connection with HSA Bank to allow for this.

Coach Jon

Hello @HRick,

Thanks for reaching out! I have converted your missing financial instituion request into a discussion, as we are already aware of the known issue affecting HSA Bank at this time and are currently working on a resolution.

You can follow the alert we have for this issue here:

https://community.simplifimoney.com/discussion/11920/ongoing-03-27-25-hsa-bank-unable-to-add-hsa-invest-account

-Coach Jon