Schwab cc-506
rtrenholme
Quicken Windows 2017 Member ✭✭
My Schwab accounts will not update. I previously got error code cc-506. After I did the following, I tried to update the Schwab accounts again. Quicken said the accounts were updated but none of the accounts had new transactions. I am using release 45.21 on a Windows machine. The sets after getting error code cc-506 were:
Deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts:
Open the Account List in Quicken (Tools > Account List OR Ctrl + A);
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List;
Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab;
Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
When finished, close the Account List;
Close, then re-open Quicken;
Click the Add Account button at the bottom of the Account Bar on your main view;
Walk through this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented, UNTIL you reach the screen where Quicken displays the Accounts Discovered at the financial institution;
Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
Deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts:
Open the Account List in Quicken (Tools > Account List OR Ctrl + A);
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List;
Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab;
Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
When finished, close the Account List;
Close, then re-open Quicken;
Click the Add Account button at the bottom of the Account Bar on your main view;
Walk through this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented, UNTIL you reach the screen where Quicken displays the Accounts Discovered at the financial institution;
Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
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