One Step Update not updating multiple accounts

Question

When I run one step update it is not updating with the latest transactions. This is happening with different banks and financial institutions. The update runs to completion but when I look at the accounts, I am not seeing any new transactions. Fidelity Investments is not updating the accounts I have with them on quicken. Randolf Brooks Federal Credit Union is another bank that is not downloading recent transactions. It has been working for years, but just this week it seems it stopped downloading transactions without giving me any errors.

Is this happening to anyone else?

NotACPA · Answer

For the RBFCU account(s), you might try (on a one time experiment basis) originating the download of any account at the CU's website and importing as a  Web Connect file.

That sometimes "shakes loose the cobwebs" and allows other downloads to proceed normally

NotACPA · Answer

@bassemir Without you naming the credit union, it's impossible for us, other users, to research if there are any outstanding issues with that CU.

Oops,  Sorry.  I missed the CU name in the original post.

And the investment account  that you mention in your message of this morning, is it at Fidelity? What TYPE of account is it at Fidelity?

Quicken Kristina · Answer

Hello @bassemir,

Thank you for letting us know you're encountering this issue. To help troubleshoot, I checked our internal tools, and I'm seeing that you're getting a CC-506 error with Randolph-Brooks FCU. To troubleshoot that issue, please backup your Quicken file and follow these steps from our article on CC-506 errors:

Refresh your account information

* From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
* Then select Update Now.

* Follow the on-screen instructions to complete the update.
* If the problem persists, continue with the procedures below.

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.

* Use the Edit button for each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab.
* When finished, close the Account List.
* Close, then re-open Quicken.
* Click the Add Account + button at the top 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.

If the account was closed, deactivate it from future online updates

* Choose Tools menu > Account List.
* Click the Edit button next to the account you want to deactivate.
* In the Account Details dialog, click the Online Services tab.
* Click Deactivate to stop downloading transactions for this account.

Please let me know how it goes!