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Charles Schwab & Co., Inc. CC-501 7/21/2024

StuckChuck

Charles Schwab is connected via one-step. It was working this morning but now it is broke and is giving CC-501 for 5 accounts. Additionally, it has reverted to 11:00 p.m. 7/20/2024 as its last update time which is wrong. Last up date time was 7/21/2024 @ 8:31 a.m. Currently have Schwab AND ALLY giving CC-501 errors. AMEX, Chase, Credit Unions still working fine. Anyone else?

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Quicken Jasmine

Hello @StuckChuck,

When Quicken is unable to connect to your bank account for recent transaction information, you’ll receive a message with aa CC-501 error in the program. This is usually caused on the bank’s end — Quicken is blocked from connecting to the account. You can follow this link to access a FAQ that provides more information.

As per the FAQ: If you receive one of these errors, please wait 24 hours and then try again. If the issue still persists after this time period, please contact Quicken Support.

I hope this helps!

StuckChuck

I'm afraid that doesn't help at all Quicken Jasmine. Thank you.

GNT

I'm seeing CC-501s across 4 different banks and 9 different accounts that previously worked, so looks like Quicken is having a hard time connecting to a lot of things like @StuckChuck and others have posted. My issues have lasted more than 48 hours, but directly connecting to those accounts online in a browser is working fine.

jmfarone

I have been experiencing this CC-501 issue with Schwab for more than a week. It started before CrowdStrike but got infinitely worse afterwards. My family has three Schwab users and 10 or 11 accounts and at any given time one or all of them are not connecting. I followed the instructions provided by Quicken and Deactivated the download on some of them and then when I try to reauthorize them (like 50 times) I get an email from Schwab that I was successful but Quicken itself times out before ever completing the connection. I have chatted with Support twice and they say it is a known issue but there is no date for resolution. It would be nice to know if a resolution is imminent.

StuckChuck

Unsurprisingly magically resolved. Even The Great and Powerful OZ communicated from behind the curtain. At least it is fixed for today.

jmfarone

not resolved for me! Glad it’s resolved for you!

Quicken Jasmine

Hello All,

I would also like to make you aware that we do currently have an active alert regarding CC-501 errors with multiple financial institutions. You may follow this link to access that alert, which you can bookmark for further updates.

As per the alert: If you are experiencing this issue, we advise that you please contact Quicken Support directly for further assistance.

I apologize for any inconvenience caused.

jmfarone

FYI, Quicken Support has not offered any solutions. I have contacted them twice already.

Quicken Jasmine

Hello @jmfarone,

Would you mind providing me with the ticket number(s) that would have been given to you during your Quicken Support interaction regarding this specific issue?

Thanks!

Charlie Brown

Quicken support merely says there issues that someone is looking into with no expected resolution date. They say to follow the issue in the Community forum posts. 🙄

jmfarone

@Quicken Jasmine - Hi Jasmine thanks for asking. Now that you mention it, I did not get either a ticket number or a transcript of either of my support interactions. I checked my spam file too in case I did get info and it went there. I had high hopes that the known issue was resolved because StuckChuck got his issue resolved but mine is still not connecting. Last night I tried again and as soon as I opened Quicken I got a pop up that said I needed to reauthorize on of my Schwab accounts, but the same end result now - I followed all the steps, I got a confirmation email from Schwab and then Quicken just circled until it timed out. I'm going to open a quicken chat again right now and see if I can escalate this.

I started getting weird messages around July 10 but downloads were happening even though Quicken said they weren't but I have not had a connection or a download now since July 15th.

jmfarone

@Quicken Jasmine - Hi Jasmine, I think I found ticket. I think this is a Quickenticket - 9563246.

After messaging you this morning I went to support again. They are telling me I have to turn off twostep authentication at Schwab. Schwab does not permit that to be turned off. The choices are always two factor authenticate or only on unknown devices. Since I keep authorizing Quicken, Quicken is not an unknown device. In addition, my family has 10 Schwab accounts through three different logins and at least one of the logins is still working. This time the agent had me create an escalation report through Quicken, so for anyone else in the community, this is how you do that:

Go to the help tab at the top of Quicken, go down to report a problem, and select the first catergory: Bank Download/transactions.

Quicken Jasmine

Hello @jmfarone,

I can see in your interaction with Quicken Support that they had you switch your accounts to Direct Connect and then import the missing transactions. Are you still experiencing issues or did the same problem return?

Thanks!

jmfarone

@Quicken Jasmine Hi Jasmine - I was doing support with a tech after I did my escalation, and she did ask me to try to do this thing with importing the missing transactions but I was working by then and didn't see her message until it was too late and she had to disconnect. I am still not able to connect and am experiencing the same problem. I do not want to have to import transactions so I do not want direct connect. I used to be able to do one step update. It is still not working as of right now. It's been 10 days. I have not heard from Support about my escalation today either. What is my next step?

Jean

jmfarone

@Quicken Jasmine Update! I gave up waiting for the escalation team to contact me - they never did. I called the helpdesk instead of using chat and very quickly I got an agent named Dan. He spent almost 90 minutes with me. It turned out my file was corrupted. I needed to start over again with a new file. I would have been happy to do it weeks ago when I started asking support for help. Anyone else who is having trouble downloading transactions and the deauthorize/reauthorize process is not working, call the helpdesk and get them to help you set up a new file!