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Fidelity CC-501/CC-506/Nonstop Reauthorizations/Accts "have been deleted", then not

MattT

I have been having the "Fidelity problem" for over a week now. I have one CC account and 7 investment accounts. Every time I try OSU, Quicken responds with "have closed the account" / "have you changed the nickname" queries, to which the answer is "no" to all. I have tried Resetting the accounts, Deactiviating the accounts and reactivating and each time the Fidelity web site sends through this "Authorization" process, at the end of which, the Fidelity window states that all acounts have been authorized. However, there are no downloads and any attempt to OSU just the Fidelity accounts again starts the whole annoying process all over again. I get pop-up boxes (Quicken?) that accounts can't be found on Fidelity because they must have been deleted (not), yet when I go through the reauthorization process, all accounts appear and Quicken shows "already in Quicken".

I get CC-501 errors on some attempts and CC-506 errors on others.

I have seen comments here that the problem is resolved, then that we (Quicken) are aware of it and have escalated it to higher levels (Quicken Levitia), then instructions from other Quicken mods to decativate/reactivate, use the Fix It process, and so on. None of that solves the problem in my case, nor does there appear to be a consistent stance from Quicken mods.

This all seems to have started after the latest Quicken update; coincidental?

What is Quicken's position on this situation (not a mod's opinion, but fact)? this it a Fidelity problem or a Quicken problem?

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Comments

Quicken Laura

Hi @MattT,

Thank you for sharing the issues you’re experiencing and for outlining the troubleshooting steps you’ve already tried.

The error you’re seeing can often be resolved with a full reset. This requires disconnecting all accounts connected to Fidelity Investments in the file, regardless of whether they’re currently working. Once all Fidelity accounts have been disconnected, you can reconnect them.

I know you mentioned that you’ve already deactivated and reactivated the accounts, but please give it one more try by following these steps in order:

Deactivate accounts

Select Tools > Account List
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
Select Edit on each account with this error and select the Online Services tab.
Click Deactivate.
Click Yes to the message confirming if you want to disable this service.
When finished, close the Account List.
Revoke Quicken’s third-party access from your account on the FI website (if applicable).

Reactivate accounts

Go to Tools > Add Account.
Search for and select your financial institution.
If prompted, choose the appropriate connection method.
Follow the on-screen instructions.
When the list of found accounts appears, be sure to select Link to connect them to your existing accounts (do not add duplicates).

Please let me know how it goes.

MattT

Hi @Quicken Laura

I performed all the instructions above and at present everything seems to be working correctly.

Prior to starting, I performed an OSU (FI only) and received a "Connectivity Problems" message for only 1 of 7 accts. I opted not to attempt a fix, so I closed the window and then received a CC-506 error saying that 6 accts could not be located and may have been deleted or nickname changed.. However, when I closed that message, 2 of the 7 accts had updated transactions! At that point, I didn't pursue any further "Fix It" attemptss and went to your instructions.

Oddly, of note, when I got to the instruction to "Revoke Quicken's 3rd party access" on the FI website, when I got there, there were no granted Fidelity Access items to manage/reovke.

After running your instructions, and found everything to be working, I again checked the FI website and now Quicken is shown in Fidelty Access.

I gotta tell ya, in my umpteen years with Quicken AND FI, this is the strangest thing I've encountered out of FI. If this is an annual process, we can only hope someone finds a smoother way by next year.

Thank you for your assistance!

Matt

Quicken Laura

Hi @MattT,

That’s great news! I’m glad to hear the issue has been resolved.

While I can’t guarantee whether you’ll need to follow the same procedure next year, you may eventually need to reauthorize your accounts in Quicken. Timing and the process can vary depending on your financial institution.

Please don’t hesitate to reach out if you need any additional assistance.

Randy 415

CC-506 still happening for me.

Quicken Laura

Hi @Randy 415,

Thank you for chiming in. According to our CC-506 support article, there are a few steps we should try first:

Update to the latest release of Quicken

Choose Tools menu > One Step Update.

Screenshot 2026-09-24 at 11.12.49 AM.png

Deselect all items, and then click Update Now.
If an update is available, follow the on-screen prompts to update to the latest release.
Try updating your accounts again. If the problem persists, continue with the procedures below.

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.

Screenshot 2026-09-24 at 11.15.00 AM.png

Follow the on-screen instructions to complete the update.

If the issue continues after completing these steps, please follow the deactivate/reactivate steps shared earlier in the thread.

Please let me know how it goes and whether the issue persists.

Randy 415

Update Quicken didn't fix it.

Refresh account Info didn't fix it.

I will try the reactivate process.