CC-800 OSU with Schwab

kilingiros .

Error downloading from Schwab. Tried resetting all accounts but still gives error after OSU.

Quicken Kristina

Hello @kilingiros .,

Thank you for letting us know you're encountering this issue. To troubleshoot, if clicking the Fix it button and following the prompts did not correct the issue, then please backup your Quicken file and follow these steps from our article on CC-800 errors:

First, you'll need to deactivate the affected accounts:

1. Select Tools > Account List
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Select Edit on each account with this error and Deactivate them on the Online Services tab
4. When finished, close the Account List.

Second, reactivate the accounts:

1. Select Tools > Add Account
2. Complete the flow of re-adding the deactivated accounts to Quicken, using your bank login credentials and answering any security questions.
3. When you reach the screen listing the accounts discovered at the financial institution, use the Action drop-downs to re-link your accounts:
   • For accounts you want to re-link, select Link to existing account and choose the corresponding account to re-link with.
   • Select Add to Quicken for new accounts you didn't previously track in Quicken.
   • For accounts you don't want to link or add, select Don't add to Quicken.

I hope this helps!