This discussion was created from comments split from: Issue with connection to Fidelity.
This is my recent experience with the Fidelity connection: On July 1, after updating to Quicken Classic Premier Vers. R68.25, Build 27.1.68.25 OSU worked with all accounts except Fidelity due to a CC-501 error. I tried OSU again on July 2, it completed this time without error but Fidelity transactions did not download. I tried again the next day, same result. I have 3 Fidelity accounts, all had transactions to download but none did. I reset Account 1 and tried again, same result. I deactivated/reactivated Account 1 with same result. Since I did not deactivate Accounts 2 and 3, I tried to deactivate/reactivate all three accounts. Deactivating Account 1 resulted in Quicken hanging and not completing the process, but after shutting down Quicken with the task manager, it appears to have been deactivated. Attempting deactivate Accounts 2 and 3 resulted in Quicken hanging and not completing the process. In each case I had to shut down Quicken using the task manager. Neither account was deactivated. I then attempted to reactivate Account 1, it attempted to connect to Fidelity but it hung on the sign into Fidelity page. I again shut down Quicken and I then attempted to do a full OSU; it hung and never completed. I am out of ideas.
Hello @WRR,
Thank you for letting us know you're seeing these issues. To help troubleshoot, please provide more information:
If you haven't already done so, I suggest that you try validating your data file. Please save a backup file prior to performing these steps.
Validate:
File
Validate and Repair File...
Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.
I look forward to your reply!
We haven't heard back from you in a while. Do you still need assistance?
Check back and let us know! Thank you.
Hello again,
Checking in once more before this thread is closed. Let us know if you still need assistance.
Thank you!
Due to the lack of response, I went ahead and closed this post.
If you still require assistance, please feel free to start a new post.