HSA Bank Investment Account Not Showing Up To Add

timwmson
timwmson Member ✭
in Adding and Updating Accounts

HSA Bank (hsabank.com) recently updated their investment feature to include an "HSA Invest" account and is requiring all new investment deposits to be allocated to this account. This account is not showing up as available to select when I connect to the bank.

The previous investment account option (through Schwab) is showing up.

I'm concerned I am going to lose visibility on my HSA investment balances if this is not available.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @timwmson,

    Thanks for reaching out! To help clarify your situation, with the previous investment account option do new transactions no longer download in Quicken Simplifi? Are you trying to add your new account through the HSA Bank instance in Quicken Simplifi, or through Schwab? Can you also provide a screenshot showing the account is missing in the Add Account window in Quicken Simplifi when you try to connect?

    -Coach Jon

  • crowtein
    crowtein Member ✭

    I'm also experiencing this problem.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @crowtein,

    Thanks for the reply! Can you also supply the above information I requested as well if you are experiencing the same issue?

    https://community.simplifimoney.com/discussion/comment/45569#Comment_45569

    -Coach Jon

  • timwmson
    timwmson Member ✭

    Thanks @Coach Jon.

    To clarify, the transactions from the previous Schwab linked investment account are still downloading from both Schwab and HSA Bank (I hide the balance from HSA Bank in order to avoid double counting). The problem is that the new investment account doesn't show up to add. I am no longer able to add to the Schwab-linked account, so all future transactions will take place in the account that Quicken Simplifi doesn't see.

    image.png

  • Coach Jon
    Coach Jon Moderator admin

    Hello @timwmson,

    Thanks for the clarification. If you could please provide the following information, this would assist us in further troubleshooting:

    • 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 (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).

    Thanks,

    Coach Jon

  • timwmson
    timwmson Member ✭
    1. There has been activity in the account in the last 90 days
    2. I am not directed to a different URL. The account balance, transactions, and ability to update investment options are all managed through the hsabank.com website
    3. Not sure. It is an investment account that is managed independently of the HSA savings account that is also managed at hsabank.com
    4. Don't think so
    5. Yes
    image.png

    7. It is not happening on an existing account because I can't see that account to connect to. It is with this account provider:

    image.png

    8.

    image.png
    image.png

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