Via Benefits

dmangus
dmangus Member ✭
edited December 2021 in Report Missing Financial Institution
Would it be possible to add a connection to Via Benefits so we can track our HSA account/investment?
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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @dmangus,

    Thank you for taking the time to post your request!

    Please provide us with the URL used when signing in on the bank's website. :smile:

    -Coach Natalie
  • dmangus
    dmangus Member ✭
    Thank you for your quick response Natalie. The website is:

    https://www.viabenefitsaccounts.com/

    Thank you,

    Dave

  • eriks707
    eriks707 Member

    Is there any update on this thread, I just bought Simplifi and almost 3 years later it does not look like this is supported.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    @eriks707 Click the little up arrow in the yellow to add your support as the second potential user of this link (there was 1 vote at last glance)

    Also, understand, your financial institution needs to cooperate (there may be a fee they'd pay, I don't know, and they might have to provide access via some kind of test account, because it would be impossible to develop a script to log into any bank without an account to test it with)

    —
    Rob Wilkens

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