American Express

Kauaigene

Not updating without error. CC-506. Reset fails

[Edited - Readability]

Quicken Carlos

Hi @Kauaigene,

Thank you for your post!

If you haven't done this yet, I suggest following the steps outlined in our Support Article about the CC-506 error. Before performing any troubleshooting, I recommend creating a backup of your Quicken data file.

Once the backup has been created, I suggest deactivating and reactivating all Fidelity accounts, including any hidden or closed accounts.

Update Quicken to the latest release:

• Go to Tools > One Step Update.
• Deselect all items, then click Update Now.
• If an update is available, follow the on-screen prompts to install the latest release.
• Once the update is complete, try updating your accounts again.

If the issue persists, continue with the next set of steps.

Refresh your account information:

• Open the affected account register.
• Select the Actions gear icon at the top of the register.
• Select Update Now.
• Follow the on-screen prompts to complete the update.

To deactivate your accounts:

• Go to Tools > Account List.
• In the Account List, enable Show hidden accounts, if applicable.

• Select the account you want to deactivate, then click Edit.
• In the Account Details window, select the Online Services tab.

• Click Deactivate next to the online service.
• Click Yes to confirm.
• Repeat these steps for all Fidelity accounts, including hidden and closed accounts.

Once all the accounts have been deactivated, I recommend reactivating them using only the primary account holder's credentials if these are joint accounts. This will establish a clean connection and may help prevent having to reauthorize the accounts each time.

To reactivate your accounts:

• Go to Tools > Add Account.
• Select Fidelity as the financial institution.
• If prompted, choose the appropriate connection method.
• Enter your credentials and click Connect.
• When Quicken displays the list of found accounts, select Link next to each existing account.

• Click Next, then Done to complete the setup.

I hope this helps! Let me know how it goes.