Schwab checking cc-501 for 4 days

i did a reset, still not able to access downloads. anyone else? anythig i can do?

Best Answer

  • kevin Tinkelman
    kevin Tinkelman Member ✭✭
    edited February 4 Accepted Answer
    hi Greg. thank you so much for your help. i figured it out. schwab, without telling their clients, changed the link for the checking account. it is not different than the investment accounts. if anyone else has this issue they have to clear the institution and account number in profile, then add account, and select schwab N.A. , not the schwab investment C

    be well

Answers

  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭

    During One Step Update from Quicken on your desktop / laptop, if you get error CC-501 for all of your Express Web Connect - connected accounts from several banks while other bank accounts using Direct Connect or Web Connect work OK ...

    Please do not use any "Reset CC Credentials" instructions found here in the Community to correct online banking errors.  Instead, please contact Support.
    Support has access to a tool that can "reset" the User profile internally on the server.

    https://www.quicken.com/support#contact-support

     

    In case of CC-501, 502, 503, 506 errors from a single bank deactivate all accounts with this bank using the same bank logon ID, including any old, long closed, hidden and forgotten accounts that might still be activated. If you miss one, the server involved in handling Express Web Connect - connected accounts will not start with a clean slate and you will continue to have problems. When done, restart Quicken and reactivate accounts.

    To deactivate an Account

    Go to Tools > Account List.
    Click Edit for the account you need to change.
    Click Online Services tab.
    If the account has been activated for Online Bill Payment, deactivate this service first.
    Click Deactivate button in Online Setup box.
    Repeat for any other accounts that need to be deactivated.
    Restart Quicken to make sure that the changes are fully applied.

    To (re-)activate accounts for downloading

    Create a backup of your Quicken data file. This is a restore point, should something go horribly wrong during the next steps.
    If you normally automatically accept downloaded transactions into your registers I recommend you turn this feature off now. The first transaction download after every activation will download 60 - 90 days worth of transactions into your account(s). Auto-accepting them will most likely create a horrible mess that's difficult to undo. You're better off manually reviewing and accepting or deleting this first batch of downloaded transactions, one by one.  Go into Edit / Preferences / Downloaded Transactions. Remove the checkmarks from both "After downloading transactions" settings.
    Go to Tools / Add Account to reactivate the accounts. As you go thru the setup process, Quicken will identify all accounts it can download.
    Select an account type, e.g. Checking
    Enter the name of your bank and click Next.  Some banks have multiple choices, Consumer vs. Business accounts, Express Web Connect vs. Direct Connect. Be sure to pick the correct one.
    Enter your credentials, select Save this password (if using password vault) and click Connect.

    You should now see a list of all accounts found at your bank that you can activate. If you are activating an existing account, make sure the dropdown button for that account says LINK. If it says ADD, change it to LINK and select the correct Quicken account.  If it already says LINK, click the button and select the correct existing account register. If you do not do this, then the account will be added as a new account instead of being linked to the existing account register.

    Repeat this step for each account listed.
    Change ADD to IGNORE for any account on the list that you do not want to activate at this time. You can always come back and activate more accounts later.
    Click Next to continue.

    Quicken Subscription HBRP - Windows 10
  • kevin Tinkelman
    kevin Tinkelman Member ✭✭
    edited February 4 Accepted Answer
    hi Greg. thank you so much for your help. i figured it out. schwab, without telling their clients, changed the link for the checking account. it is not different than the investment accounts. if anyone else has this issue they have to clear the institution and account number in profile, then add account, and select schwab N.A. , not the schwab investment C

    be well
  • richmck
    richmck Member
    I have also been dealing with error CC-501, only with PNC Bank. This has been ongoing the past four days. This morning I tried again, and three of the four transactions I made were downloaded. But, I still received the CC-501 just as if nothing was downloaded. I tried the remedy posted (unlinking then relinking accounts). It is a nightmare! I avoid this and will only use this method as a last resort. I have been a Quicken user for a very long time and this is the first time I have been affected by so many different errors, that never seem to go away. Is there an overall problem?
  • kevin Tinkelman
    kevin Tinkelman Member ✭✭
    did you create a new file and add the account(s) in question? ive learned that is the first step to determine if its the bank or quicken.
    if you cannot create a new file, and then add accounts from scratch its not the data file, its that the bank changed something, or in weird circumstances, quicken has to reset somethign on there end with your account . just my 2 cnets
  • winecracker
    winecracker Member ✭✭
    Kevin Tinkelman's solution above works perfect for fixing Schwab Bank error CC-501. I first deactivated my Schwab bank account from online and then added it as a new account (schwab bank N.A.) After checking that all my transactions were downloaded to the new account, I then deleted the old account. All good. Thank you Kevin.
  • kevin Tinkelman
    kevin Tinkelman Member ✭✭
    you did not have to delete the account. you could have deleted the charles schwab info in the profile of that account. then when you go to setup downloads, you could have picked that Schwab N.A. and it woudl have linked to the account. the problem was schwab separated the investment bank from the checking account bank. so you needed to deactivate, remove any link to the investment bank and then add . you can also just add a new account, but then you may lose some history you do not want to :)
  • LexLuther
    LexLuther Member ✭✭
    The suggestion offered by @kevin Tinkelman fixed by Schwab issue also, although a typo threw me for a second. Instead of "is not different", it should be "is now different". This is done on the Account Details dialog of the Account List (ctril-A).

    Between fixing this issue, and applying an offered update, somehow sync to cloud got enabled for several of my accounts. I have never, ever enabled cloud sync, and it had not sync'ed to the cloud before today. I looked at preferences and sure enough something had turned it on.
  • Denny Crane
    Denny Crane Member
    I have the same problem. However, if I choose a different link, such as the NA one, I cannot type in my password, because it's too long. After I tape in about half the password, it no longer accepts key strokes and beeps. This is the account setup dialog.

    This is pretty critical of an issue.
  • kevin Tinkelman
    kevin Tinkelman Member ✭✭
    shorten up the password
  • Denny Crane
    Denny Crane Member
    After shortening my password to 16 characters (the max it would let me type into quicken's dialog), I try to log in to Charles Schwab Bank NA and it asked me to type in letters in an image it shows, then it says "Did you mistype your sign-in info? Please retype your sign-in info for Charles Schab Bank, N.A.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @Denny Crane

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    At this time I would recommend contacting support directly for advanced troubleshooting steps.
      https://www.quicken.com/support#contact-support

     Quicken Care has the tools to review the logs and escalate the issue if necessary.

    Thank you,
      -Quicken Tyka

    ~~~***~~~
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