CC-503 Schwab accounts

DukeC

Q for Windows, Windows 11. Quicken told me I had to change/re-authorize my Charles Schwab Bank account for online access. I have tried multiple times over nearly a week and ALWAYS get a CC-503 error asking if I've entered my credentials incorrectly.

I've confirmed (via copy & paste) that the credentials entered in Quicken will work at the Schwab web site, but that doesn't matter to Quicken. I've changed my password at Schwab and then tried Quicken with the new password and get the same CC-503.

[Removed - Rant]

So - how do you propose to fix this - as it is clearly a Quicken problem?

Quicken Jared

DukeC said:

Q for Windows, Windows 11. Quicken told me I had to change/re-authorize my Charles Schwab Bank account for online access. I have tried multiple times over nearly a week and ALWAYS get a CC-503 error asking if I've entered my credentials incorrectly.

I've confirmed (via copy & paste) that the credentials entered in Quicken will work at the Schwab web site, but that doesn't matter to Quicken. I've changed my password at Schwab and then tried Quicken with the new password and get the same CC-503.

[Removed - Rant]

So - how do you propose to fix this - as it is clearly a Quicken problem?

Hello @DukeC,

I am sorry to hear about this problem with CC-503 error messages. Thank you for asking about this here on the Quicken Community.

I just want to confirm that when your password was reset, you followed these exact steps, in order:

1. Launch Quicken and go to Tools > Password Vault > Add/Edit Passwords.
2. Click on the account in the Password Vault.
3. Choose Delete Password for the account.
4. Complete a One Step Update, you will be prompted to enter the password manually.
5. Type in the password (the same one used on the bank's website) and check in the box marked Save next to the password field.
6. Click Update Now.

If the login ID or username also needs to be changed:

1. Choose Tools > Account List.
2. Click the Edit button next to the account you want to change the login ID for.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate, and then click Yes to deactivate online services.
5. Click Yes again, if necessary, to confirm your choice.
6. Repeat these steps to deactivate all accounts at this same bank.
7. Return to the Online Services tab, and click Set up Now for each account you've deactivated.
8. Enter the correct login ID and follow the on-screen prompts to activate your account

Reference: https://www.quicken.com/support/error-when-updating-accounts-cc-503

I hope to learn more about the situation in the future, and I look forward to any further correspondence you can provide in this discussion.

Thank you,

Quicken Jared