I'm using Quicken Classic Deluxe on Windows 11. I've been trying to set up automatic updates for treasurydirect.gov .2 years without success. I hoped the Direct Connection would fix the problem, but it persists.
Quicken lists the correct financial institution and I select it. I enter my user name and password in the setup window. Quicken then returns a window asking for the OTC that Treasury Direct sends to my email. I enter the OTC, Quicken thinks a while, and then sends me the CC-501 error.
I talked to Quicken customer support (Ticket ID 10731336), who said I need to speak to Treasury Direct. I talked to Treasury Direct who said they couldn't help me, they had no control over this. I also wrote Treasury Direct and their reply said that they can't respond to emails due to the heavy volume of requests.
I'm assuming the problem is that, unlike almost every place else, Treasury Direct asks for the OTC after the asking for user id and before asking for the password and that Quicken can't handle that odd sequencing. I don't understand why they have it in the list of automatic update institutions if they can't make it work.😡
