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Missing HealthEquity HSA investment accounts

mglev1n

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.

https://community.simplifimoney.com/discussion/12632/healthequity-hsa-investment-account-no-longer-updates-cannot-add

https://community.simplifimoney.com/discussion/12672/ongoing-6-6-25-healthequity-missing-investment-accounts

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Comments

Coach Kristina

Hello @mglev1n,

Thank you for reaching out. Currently, there are no new updates. I can see you already found the Community Alert. I recommend bookmarking it since any updates, once available, will be posted there.

Thank you!

mglev1n

Thanks for the quick reply - what specifically is being done to address this (and other) account aggregation issues? A review of the community alerts (including for HealthEquity) largely shows vague responses (eg. "We're investigating", "No ETA") - what specific steps are being taken to resolve this issue that has been present for 3+ months now?

Coach Natalie

@mglev1n, thanks for the reply!

We're not privy to that information here in the Community. However, we can assure you that the issue has been escalated and is being worked on. As soon as we receive an update, we will be sure to post it to the Alert.

I hope this helps to clarify!

chrisdpeters

I really like Simplifi but this sort of thing is "I'm thinking about seeing what other consumer financial software is out there…" territory for me.