Ongoing issue with Wex connection - Care code: 169 (edited)

mdcooper88
mdcooper88 Member

Hello, I've found this discussion in the forums here and it worked last year to help me connect my Wex Health (HSA) accounts under the name Discovery Benefits. For several months now, it has not been connecting right. Today I tried logging in with my credentials and got in, with a notice that I needed to take action on Wex Health site. Logged in there and did that (read and agreed to new fund information), and that resulted in adding a new (to Simplifi) account - the FSA (yay!). However Simplifi is stil not updating my existing account information with current balance. I have signed in a few more times from Simplfi, and same result/alert:

"This financial institution needs your attention
We have lost connectivity to 2 of your accounts. To restore connectivity, you must reconnect with your FI.
(Care code: 169)"

Can anyone please advise what's needed to get these syncing correctly again?

Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @mdcooper88,

    Thanks for letting us know! I would suggest establishing a new connection for these accounts. The instructions to do that are:

    • 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.

    Let us know how that goes!

    -Coach Jon

  • mdcooper88
    mdcooper88 Member

    Thank you, that worked!! Had been meaning to do this for months, feels great to have accurate visibility 😁

This discussion has been closed.