HSA Bank - HSA Invest account is missing holdings and transactions (edited)

The Merg — Sun, 24 May 2026 16:03:53 +0000

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.

I still cannot add my additional HSA investment account although someone (named \"Coach Jon\") had decided to close the previous topic on this topic (on 2\/18\/2025) going back to 3\/25\/2025 with no fix at all.<\/p>","bodyRaw":"[{\"type\":\"p\",\"children\":[{\"text\":\"I still cannot add my additional HSA investment account although someone (named \\\"Coach Jon\\\") had decided to close the previous topic on this topic (on 2\\\/18\\\/2025) going back to 3\\\/25\\\/2025 with no fix at all.\"}]}]","format":"rich2","dateInserted":"2026-02-19T21:13:12+00:00","insertUser":{"userID":42800,"name":"GlobalChanges","url":"https:\/\/community.simplifimoney.com\/profile\/GlobalChanges","photoUrl":"https:\/\/us.v-cdn.net\/6031920\/uploads\/defaultavatar\/nRDM9HAJBB7R4.jpg","dateLastActive":"2026-03-17T15:26:18+00:00","banned":0,"punished":0,"private":false,"label":"","labelHtml":""},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.simplifimoney.com\/discussion\/comment\/66121#Comment_66121","embedType":"quote","embedStyle":"rich_embed_card"}"> https://community.simplifimoney.com/discussion/comment/66121#Comment_66121

Thanks,
Merg

nve — Simplifi

HSA Bank - HSA Invest account is missing holdings and transactions (edited)