HSA Bank - Investments account not showing

The Merg
The Merg Member ✭✭
edited May 24 in Adding and Updating Accounts

This has been raised before, but the threads keep being closed…

I have provided the information to support regarding this issue, but it does not seem to get esacalated.

The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While you can view your funds and distributions on the HSA Bank website, that information is not coming over into Quicken Simplifi. Quicken will only show that you have whatever balance is left over in HSA Bank and has not been invested. This provides an inaccurate picture of your finances then.

Can we please look at getting this issue escalated? At one time I did speak with an engineer and I was screen sharing with him to show the steps when signing into the HSA Bank in order to get to the HSA Invest information, but I never heard back.

https://community.simplifimoney.com/discussion/comment/66121#Comment_66121

Thanks,
Merg

—

Today’s problems don’t worry me, I haven’t solved yesterday’s yet.

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Comments

  • Coach Laura
    Coach Laura Moderator admin
    edited May 24

    Hi @The Merg,

    Thank you for reaching out and for sharing the details of what you’re experiencing. I understand how frustrating it can be not being able to connect the account, and I apologize for the inconvenience this issue may be causing.

    I reviewed your account on our end and can see that you previously submitted log files as requested. However, I would appreciate it if you could please submit a fresh set of logs so we can continue investigating.

    1. Log in to the Quicken Simplifi Web App.
    2. Select the Profile icon in the upper-right corner of the screen.
    3. With the Profile menu open, hold down the Option key (Mac) or the Alt key (Windows), and then click Send Feedback.
    4. Leave all boxes checked, add a brief description of the issue, and then click Send. Simplifi - logs.png

    Additionally, could you please let me know what type of investment account you are working with (for example: brokerage, IRA, 401(k), etc.)?

    I know you may have already answered the following questions previously, but I would appreciate it if you could confirm them again so we can ensure we have the most up-to-date information:

    • Has there been any activity in the account within the last 90 days?
    • Has the bank made any recent changes to its website or sign-in process?

    Thank you, and I look forward to your response!

    -Coach Laura

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