Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Schwab adding New Account CC-501
brijesh
Can help anyone please!
I am unable to add brand new Charles Schwab accounts – Total 5 brand new accounts (2 brokerage and 3 IRA accounts). Using Window 10. Get error CC-501.
- Before trying to add new Schwab accounts – totally disabled and deleted very old (10 years old Schwab accounts that were disabled 10 years ago). These are totally deleted.
- Using quicken version R36.57 – latest
Have tried the following:
- I can access my Schwab accounts on-line and have activated/enabled 3rd party software access on Schwab site
- Deleted 10-year-old INACTIVE (and previously disabled) Schwab accounts
- Logged out of quicken and relogged a few times
- Reinstalled quicken
- Created a brand new Quicken file (blank of any accounts) and tried to add Schwab accounts – succeeded. Leading to conclude that problem is with my existing Quicken file. I need to have Schwab accounts enabled in my existing Quicken file.
- Tried all steps on Quicken support site.
There is a comment in the support section by Quicken Kathryn on 12/14/2021that the issue is resolved - what is the resolution?
Find more posts tagged with
Accepted answers
All comments
KSB327
I am also having trouble with adding Schwab accounts. The only thing I noticed in your post is that you are using version R36.57. There may be a newer version. My version is R37.52. Good luck!
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of