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Quicken Classic for Mac
Errors and Troubleshooting (Mac)
Betterment Institution Login Error CC-929 (Q Mac)
bzargarcia
Getting a Institution Login Error when trying to connect to Betterment Checking. Error code: (QCS-0429-2 | CC-929) BID = 8972
I've had this account working great in the past, so I know it works, but it stopped working.
I've tried resetting the cloud account, but get a similar error from a different account after 5 mins.
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bzargarcia
As a follow up, I was using Quicken for Mac to download my Betterment checking transactions. I didn't use it for the savings account or the investment accounts. This worked for me for approximately 6 months. When reviewing if I wanted to add the saving or investment accounts this weekend it stopped working. I suspect I broke it but I have no idea what I did. Emailing support @ Betterment didn't help since they were unaware it worked at all.
Quicken Jasmine
Hello
@bzargarcia
,
Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue with your Betterment accounts.
First, I suggest creating a
test file
and adding the Betterment account(s) to see if you receive the same error. You can create a
test file
by navigating to
File > New > Start from Scratch.
Please keep in mind that it is recommended to
save a backup
before proceeding (just in case).
Let me know how it goes!
bzargarcia
I tried the three accounts I'm having trouble with in a new Quicken file. None of them worked. They all worked fine last week. Screenshots deleted since they have private info.
Discover: CC-929 (QCS-0429-2)
Navy Federal: CC-929 (QCS-0429-2)
Betterment: CC-929 (QCS-0429-2)
Quicken Jasmine
Hello
@bzargarcia
,
Thank you for attempting the test file and providing more information.
If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connect Services. However, I do recommend that you first
save a backup
file prior to performing these steps. Please navigate back to your main data file as well.
Navigate to the Quicken dropdown menu
Sign Out...
Sign back in using your Quicken ID (email) and password
Follow the prompts to be taken back to your data file after signing in
Once that is done, see if the issue still persists.
Let me know how it goes!
bzargarcia
Thank you for your quick responses. The issue still persists after signing in and out of Quicken.
Quicken Jasmine
Hello
@bzargarcia
,
Thank you for attempting those troubleshooting steps.
Due to the previous techniques having failed, we recommend that you contact Quicken Support directly for further assistance as they can utilize functions such as screen share and escalate the situation as needed.
The Quicken Support phone number can be found through this link
here
. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.
I apologize that I could not be of more assistance.
bzargarcia
will do, thank you for the help.
Quicken Jasmine
Hello
@bzargarcia
,
You are very welcome.
Please do not hesitate to reach out with any further questions or concerns!
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