Please add support for Wex Health HSA

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11
11 votes

Completed · Last Updated

It appears that Wex Health HSA can be connected using the "Discovery Benefits" option in Quicken Simplifi.

Comments

  • Secure_User
    Secure_User Member ✭✭
    +1 from me! Thanks.
  • Do you have any plans to support Wex Health Benefits? I have a significant amount in my HSA.

  • cove85
    cove85 Member

    Just switched from Mint and would really like Wex added as well!

  • Please add the ability to connect to Wex Benefits!

  • +1 please!

  • Adding my +1 to this. Seems like it may have been supported in the past, and this would be wonderful to have!

  • knobaz
    knobaz Member

    Switched from Mint. +1. Need it.

  • Nobody
    Nobody Member

    :+1: for this. I'm also a Mint refugee. I keep running my WEX HSA card down and WEX's website is terrible. There is no option to notify of a low balance. Simplifi needs to add this account.

  • Yes please! Mint never supported it, but Empower does

  • AlaskanWind
    AlaskanWind Member
    edited April 14

    In particular, I have Wex Health, so that's what I would like to see, but I'm sure other people would like to have their other FSAs as well.

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @AlaskanWind,

    Thank you for coming to the Community to share your feedback! What is the login URL (web address) you use when logging into your Wex Health account directly?

    When your financial institution isn't supported, Quicken Simplifi does still allow you to add the account as a manual account and manually update the account. Is there something you need to do to track FSAs that isn't currently supported with the available account types in Quicken Simplifi? If so, could you please provide more details about what specifically would need to be added or improved to better support FSA accounts?

    I look forward to your response!

    -Coach Kristina

  • AlaskanWind
    AlaskanWind Member

    Wex's login page: https://benefitslogin.wexhealth.com/Login.aspx?

    I am aware I can manually update, but that is what I am trying to avoid because of the amount of work involved.

    I don't believe there is anything special about FSA as far as they relate to Simplifi. I would just want to be able to see my current balance as transactions, like any other account type. Ultimately, I am just trying to unify all my financial accounts under one dashboard, and my FSA is one of my most important financial accounts that I need to keep an eye on.

    Also, Wex's website is pretty user unfriendly, and it's hard to check my balance.

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your reply,

    Thanks for clarifying and providing the URL. When I check our supported financial institution list, I do see Discovery Benefits has the same login URL, even though the name and customer service link are different.

    Would you please test to see if you can connect to your FSA through this connection option?

    Please let me know how it goes!

    -Coach Kristina

  • jtb36
    jtb36 Member

    Can confirm, I was able to link my WEX HSA account using the Discovery Benefits option provided above.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hey everyone, can you all give the "Discovery Benefits" option a try, please? 🤞

    -Coach Natalie

  • knobaz
    knobaz Member

    Ran into a hiccup where there was an error to start, but it was because the true WEX portal was prompting for new form reviews. After approving, it worked! Thank you.

  • Worked for me! Thanks, Coach!

  • Worked for me too, thank you!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Glad to hear that Discovery Benefits is working for everyone! We have updated the status of this request accordingly to let other users know how to connect.

    Thanks, everyone!

    -Coach Natalie

This discussion has been closed.