Persistent 324 error with Fidelity HSA accounts (edited)

I'm also having trouble with Fidelity not updating with the new API. It doesn't show the red exclamation mark that signifies that there's a problem with the connection, but it clearly doesn't track what's happening in my accounts - nor does it track what is shown in the investment details on Simplifi. If I "reconnect" the account with Fidelity, it updates to the correct amounts, but then for days after it doesn't update the balances on Simplifi. So clearly the API connects, but doesn't update.

name of the HSA account:

HSA - Jodi

Connection for me, including HSA with Fidelity, works fine but my spouse account not so much. It must be the hyphen in her last name 😀

1. The name of the account in question, as it appears in Quicken Simplifi.
   1. Health Savings Account
      1. (have tried other names with no change in result)
2. Confirm whether the account belongs to you or your spouse or a combination of.
   1. me only
3. Confirm whether you have other Fidelity accounts in Quicken Simplifi that do not present the issue.
   1. I have 6 other accounts with no problem
4. Confirm if the account has transactions in the last 90 days.
   1. yes
5. Confirm the flow you're experiencing on Quicken Simplifi — does the account get a red exclamation point next to it that shows a 324 error every time it refreshes with the bank, or is something else happening?
   1. Connects and updates initially, then 324 show up perpetually afterward.

1. The name of the account in question, as it appears in Quicken Simplifi.
   1. "Health Savings Account"
      1. I have tried renaming and it doesn't matter.
2. Confirm whether the account belongs to you or your spouse or a combination of.
   1. Belongs to me only
3. Confirm whether you have other Fidelity accounts in Quicken Simplifi that do not present the issue.
   1. I have 6 other accounts that do not present the issue.
4. Confirm if the account has transactions in the last 90 days.
   1. yes
5. Confirm the flow you're experiencing on Quicken Simplifi — does the account get a red exclamation point next to it that shows a 324 error every time it refreshes with the bank, or is something else happening?
   1. It usually updates with data at the initial connection, then it presents 324 persistently afterward with no more updates.

I too am having the same Fidelity HSA problems as reported in this thread.

Up until late last week (Dec 21 or 22), I was having identical problems as reported by everyone else - My Fidelity HSA was added to Simplifi along with my other Fidelity accounts, but never successfully refreshed and it generated a 324 error. I deleted an re-added Fidelity to Simplifi several times, but always had the same problem.

But starting on Dec 21 or 22, Simplifi no longer adds my Fidelity HSA. Other accounts are added, but not the Fidelity HSA.

Here's what happens:

I have the following Fidelity accounts:

1. A 401K from a previous employer with a positive balance.
2. My Fidelity personal HSA.
3. A 40K from another previous employer with a $0 balance.
4. Some account from a previous employer from over 30 years ago with no balance.

When I now add Fideltiy to Simplifi, the following occurs:

1. I select Fidelity Inv & Retirement.
2. I get an Add Account landing page that states Simplifi uses Intuit to Connect. I select Continue.
3. I get an Authorization access required page and select Sign In.
4. The Fidelity login page pops-up. I enter my Fidelity userid & password and select Login.
5. I get the Fidelity User Agreement page and select the 2 checkboxes at the bottom and hit the I Agree button.
6. I then get a Fidelity Manage Your Data page that lists the title of all 4 of my Fidelity accounts along with the last 4 digits of the account number, including the HSA account. I select all 4 accounts and hit Approve.
7. I then get an Add Account page that only contains the option to only add my account #1 and #3, but not my HSA.

As a result, I can no longer add my Fidelity HSA to Simplifi.

Note that as a previous Mint user I am also trying-out Intuit Credit Karma. My Fidelity account at Credit Karma includes all accounts, including the HSA, and updates them successfully. I believe both Simplifi and Credit Karma both use the same API/interface to connect to Fidelity.

Answers to your questions:

1-The name of the account in question, as it appears in Quicken Simplifi.

It no longer appears, but it's name is 'Personal HSA'.

2-Confirm whether the account belongs to you or your spouse or a combination of.

It only belongs to me.

3-Confirm whether you have other Fidelity accounts in Quicken Simplifi that do not present the issue.

I have two other accounts that update successfully.

4-Confirm if the account has transactions in the last 90 days.

Yes - there are recent transactions since December 1

5-Confirm the flow you're experiencing on Quicken Simplifi — does the account get a red exclamation point next to it that shows a 324 error every time it refreshes with the bank, or is something else happening?

As stated above, originally I would have the same 324 error problem as reported by other people. But now my Fidelity HSA no longer gets added to Simplifi.

Please fix! Thanks.

I'm having the same issue with Fidelity HSA since migrating to the nb.fidelity.com connection. TBH, that connection isn't reliable and it was provided as a workaround. Simplifi needs to work on getting the direct connection to fidelity working like it was before the API change. Other services, like Empower which I use for financial tracking, are able to connect directly to fidelity. They don't show the HSA issue we are experiencing and transactions/net-worth is updated after business closing!

@Coach Natalie FYI - I created a new post this morning with info on being unable to add my Fidelity HSA at all. I'm not seeing it yet; hopefully it is waiting for approval. I'll continue to check and will let you know if it still is not available for viewing.

I tried adding my Fidelity HSA again today and it still does not appear as an account to add when I'm on step # 7 of the steps I outlined in my original post.

Thank you.