When will there be a fix for the CC-506 error when downloading transactions from Schwab?

JeffConey

This has been going on WAY TOO LONG?

recursor1

https://www.quicken.com/support/message-when-using-online-services-cc-506/

Quicken Anja

Hello @JeffConey,

Thanks for reaching out. I checked internally, and your last connection attempt with Schwab appears to have completed successfully. Are you still seeing the CC-506 error when trying to download transactions?

Check back and let us know! Thank you.

Wil

It is Nov 1, 2025 … One Step Updates are throwing repeated CC-506 errors on five of our Schwab accounts. Only one account is updating normally. I reported the problem to Quicken with all the .txt files & screenshot.

I just went through re-setting this Schwab mess yesterday. Please get this fixed.

EDITED TO ADD: After re-setting my Schwab accounts again today, OSU worked for all messed up Schwab accounts. It appeared to me that the authorizations of yesterday when I had to re-set these accounts failed to hold for some reason. Hopefully, this re-setting will not have to become a daily chore. Please get this fixed.

Thank you.

JeffConey

the reality is that resetting is a daily chore, this has been going on for way too long

Wil

UPDATE 11.2.25: OSU all good this morning … super fast and flawless for all accounts & financial institutions, including Schwab. We know gremlins can pop any time, but, for now, at least one user is glad to say props & thanks Quicken team. 🏇

kmagnush

That's great. Happened to me on Fidelity this morning :-(

Mike.Grills

Now no connection to Schwab servers for me. This [Removed - Language] has gone on way to long. I have 16 hours invested in trying to fix this mess, and in the one rare event I connected , it says I have mismatches to my Quicken data and that I have 0 shares of all positions. Why does boldin and have no issues connecting to Schwab, Robinhood, etc….but Quicken does? Fix this, please!

JeffConey

[Removed - Rant]

JeffConey

Hello @Anja

Yes, my connection worked last time, but I don’t have confidence that will work the next time. I will try it later today.

why does this continue to happen? And how is the escalation process working to get this fixed? I have not seen a definitive statement that there has been a fix for this problem.

Please advise

Quicken Anja

Hello All,

thanks for continuing to share updates in this thread.

@JeffConey
I appreciate you checking back in. Based on your most recent connection attempts, things appear to be completing successfully now. Since the issue isn’t currently occurring, there isn’t an active fix to apply at the moment. However, if the CC-506 error returns, please contact Quicken Support so our support team can re-escalate. Intermittent issues like this typically require fresh session and server logs in real time in order to escalate effectively, so reaching out while the error is actively happening is important.

—

@Wil
Thank you for the update—we’re glad to hear your One Step Update is running normally again. These connection changes can take a little time to stabilize, so continued reports like yours help confirm improvements.

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@Mike.Grills
I’m sorry to hear you’re still running into trouble. At the moment, I’m not seeing any current connection errors for your Schwab accounts, so we’ll need a little more detail to determine what’s going on. When you get a chance, can you let us know:

• What specific error code or message you’re seeing now
• Whether this is happening during One Step Update or when trying to add/reset the account
• And, if possible, include a screenshot of the message (you may blur personal details)
  • If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Once we have that information, we can guide the next steps.

—

@kmagnush
Since you’re experiencing this with Fidelity instead of Schwab, this will require different troubleshooting steps. To make sure we address your situation properly, please start a new, separate thread for the Fidelity issue so we can assist you directly there.

Thank you!

JeffConey

@Anja - just got error again calling support again. Hoping there is a permanent fix soon

Mike.Grills

I will show you 4 screenshots. Connecting to Schwab, connecting the accounts, confirmation of the connection, and the result after connecting.

Please read what I am saying here. I have done EVERYTHING that has been written and suggested. Being in I.T., I have gone beyond those and tried many more items and more than just once. I've tried creating a completely virgin Quicken file and the first thing I tried to do was link to Schwab with the same result. I have tried multiple browsers in the connection process. I have deleted cookies and caches thinking that there could be token issues. I have disabled ad blocking extensions, I have whitelisted sites involved to keep Defender anti-virus from affecting them. It just doesn't work. I have contacted Schwab. They said everything on their side is good as far as they are concerned so I am stuck with Quicken trying to fix something that worked for a long long time until I updated to latest release/build. Then started the CC-800 errors around Oct 29 with hit or miss connections but showing 0 shares owned of anything when it did connect. Now it hasn't connected in days to show my accounts to link them. I read the problems people had with Fidelity and there are a lot of parallels, but this is with Schwab. I can't stress how much I rely on Quicken right now and the need to connect to Schwab. Other software I use, Boldin retirement and H&R Block, for example, have no issues connecting as a third party apps to Schwab. Its just Quicken.

JeffConey

Thank you @Mike.Grills

Much appreciate your detailed response

Quicken Anja

https://community.quicken.com/discussion/comment/20520341#Comment_20520341

@Mike.Grills I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

Thank you!

JeffConey

I am unable to find the direct message - so sorry - any help would be appreciated

Quicken Anja

@JeffConey I apologize for any confusion. The DM was sent to @Mike.Grills. I have edited my comment to include a tag for his username.

Mike.Grills

https://community.quicken.com/discussion/comment/20521351#Comment_20521351

Thank you Anja. I sent you the time that works best for me. After another 8 hours of working on this yesterday and leveraging CHATgpt, I still got nowhere. I called Schwab and tried to get to a higher level of support, but failed to persuade them to let me talk with whoever would be related to the integration as I am not convinced this is completely a Quicken issue but possible OAuth token issue from Schwab side or a firewall issue somewhere in the process. I appreciate and look forward to working with the support team to hopefully get a resolution to this for all of us out there who are experiencing issues.

Quicken Anja

You’re welcome, @Mike.Grills—and thanks again for keeping us posted!

Mike.Grills

Any type of update on our problems?

Quicken Anja

Hello @Mike.Grills,

Thank you for checking back in!

I checked internally, and I can confirm that an escalation ticket has been created for this issue (CTP-15312). It is currently marked In Progress, and while there is not yet an ETA available, the teams are actively working on it.

Thank you again for your patience and for all the detailed information you’ve provided—it truly helps our teams investigate more effectively.

Thank you!