HSA Bank - Still unable to add HSA Invest Account

System · February 19

This discussion was created from comments split from:

HSA Bank - Known Issue Prioritization (edited).

subiemat · February 18

This issue is not fixed despite coach Jon stating it has been resolved.

Coach Jon · February 19

Thanks for reaching out! Even though it is the moderators here posting updates for alerts/issues, it is usually not our decision to determine whether something is resolved or not.

If you are still having trouble adding your HSA Bank investment accounts to Quicken Simplifi, please let us know so we can determine next steps. [removed linked thread]

subiemat · February 19

yes its still a problem.

Coach Jon · February 19

Hello @subiemat,

As noted earlier, please direct any information related to this issue to the thread linked above. This way we can have everything in one place for the same issue.

Thank you.

subiemat · February 19

HealthEquity and HSA Bank are not the same thing…

Coach Jon · February 19

Hello @subiemat,

Thanks for the reply. I apologize for the confusion here with the mixed up FI names. HealthEquity has been experiencing a similar issue.

If you are experiencing the missing investment account issue with HSA Bank, please try the following steps to see if it resolves the issue you are seeing:

Make all of the accounts with the bank manual by following the steps here.
Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

If those steps do not work in resolving the issue, please supply the following information:

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 that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.

We will also need logs:

Log in to 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.

Thank you!

The Merg · February 19

I am still having this issue as well. I made my HSA Bank account manual and then reconnected to the HSA Bank. In doing so, it only sees my HSA Bank account and not my HSA Invest account. I will DM you the rest of the information requested.

Thanks,
Merg

GlobalChanges · February 19

I still cannot add my additional HSA investment account although someone (named "Coach Jon") had decided to close the previous topic on this topic (on 2/18/2025) going back to 3/25/2025 with no fix at all.

Coach Jon · February 19

Hello @GlobalChanges,

Thank you for reaching out! We are looking to get this issue escalated. Can you please try the steps and provide the information I requested previously in this thread? Feel free to DM the information to me!

https://community.simplifimoney.com/discussion/comment/66079#Comment_66079

GlobalChanges · February 19

Hi Coach Jon,

Thanks for the info! I have tried all the steps with no luck.

Coach Jon · February 19

Hello @GlobalChanges,

Thanks for the update. If you can provide the information I requested previously in this thread, we can work on getting this issue escalated:

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 that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.

We will also need logs:

Log in to 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.

HSA Bank - Still unable to add HSA Invest Account

Comments

Categories