Via Benefits

dmangus

Would it be possible to add a connection to Via Benefits so we can track our HSA account/investment?

Coach Natalie

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.

-Coach Natalie

dmangus

Thank you for your quick response Natalie. The website is:

https://www.viabenefitsaccounts.com/

Thank you,

Dave

eriks707

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

@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)