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No TIAA downloads

es114

One Step Update response for the TIAA download attempt is "An error has occurred." I can download from TIAA directly. Just started today during my weekly download. Running on Windows with Quicken latest release.

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One Step Update

Comments

Quicken Carlos

Hi @es114,

Thank you for taking the time to post in the Quicken Community. We currently have a Community Alert regarding a CC-506 error with TIAA. However, after checking our internal tools, I’m not seeing a CC-506 error associated with your account.

To help us better understand what you’re experiencing, could you please provide the following information?

Besides the “An error has occurred” message, do you see any other error code?
If no error code appears during the One Step Update, does the One Step Update Summary show an error code? You can check this by going to Tools > One Step Update Summary.
What connection method do you use for the affected TIAA accounts?
If possible, could you upload a screenshot of the error message you’re seeing?

This information will help us better understand what’s happening and provide you with the most appropriate troubleshooting steps.

I look forward to your reply!

es114

No error code. One step summary indicates download complete without any errors. Using Direct Connect.

Screenshot 2026-09-26 110809.png

Quicken Carlos

Thanks for your reply and for sharing the screenshot of the error message, @es114 .

Since there is no additional error code after One Step Update completes, either in the update process or in the One Step Update Summary, I suggest deactivating and then reactivating the TIAA accounts.

Before doing this, I recommend creating a backup of your Quicken file. This way, if you are unable to reconnect the accounts, you can restore the backup and return to the state your Quicken file was in before the accounts were deactivated.

Once the backup is created, we can proceed with deactivating all of the accounts connected to TIAA.

To Deactivate an Account

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

Click Deactivate next to the service you want to disable.
Click Yes when prompted to confirm that you want to disable the service.
Repeat these steps for each TIAA account.

To Reactivate the Accounts

Go to Tools > Add Account.
Search for and select TIAA. If prompted, select the connection method.
Enter your TIAA credentials and click Connect.
When the list of located accounts appears, choose LINK next to each account you want to reactivate.

Click Next, then click Done on the final prompt.

After you complete the reactivation process, please let me know whether you see the same message or a different error code.

I look forward to your reply!

es114

OSU from TIAA worked normally this morning. Made no changes to account.

Quicken Carlos

Hi @es114,

Thanks for updating the thread. I’m glad to hear that the connection is working as expected again. I suggest monitoring the connection, and if you encounter any error code or message, please don’t hesitate to reach back out to us.

We’re happy to help!

jcrane0513

Hi Carlos,

I am having the same issue as es114. Started sometime in mid-October. I tried deactivating and reactivating. I can proceed to the following screenshot at which point the process just spins. When I attempt to cancel as shown in the second screenshot, selecting Yes just puts me back to the spin. I have to hard close Quicken through the Task Manager to end the process. Please advise on a course of action. Thanks.

Quicken Carlos

Hi @jcrane0513,

Thanks for bringing this to our attention and for letting us know which troubleshooting steps you have already tried.

To better understand why this is happening, I have a few questions:

When you deactivate the accounts, how are you trying to reconnect them? Are you using Set Up Now in the account details, or are you going through Tools > Add Account?
Does your system meet the requirements listed in our support article?
Do you have a VPN or antivirus software running?
Where is your Quicken data file stored?

To check the file location, open Quicken and go to File. At the bottom of the menu, just above the Exit option, the currently open file is marked with a checkmark. Please share the full file path shown there.

If you haven't already done so, I also suggest validating your data file by following these steps:

From the menu bar, select File > Validate and Repair File.
In the Validate and Repair window, confirm that the correct file is selected.
Select Validate file.
Leave all other boxes unchecked. Do not select Rebuild investing lots or Copy file.
Click OK to begin the validation.
Once the process is complete, Quicken will open a log file named DATA_LOG.TXT.

In the log file, look for messages such as:

Damaged category list
Invalid transaction detected
Deleted damaged payee or account reference
Rebuilt investment lots for [security]
Orphaned transaction removed

Please let us know your answers to the questions above and whether the validation log reports any of these issues. This information will help us determine the next steps.

I look forward to your reply!

jcrane0513

Hi Carlos,

Ran the validation and received none of the messages you listed. See responses to your questions below.

When you deactivate the accounts, how are you trying to reconnect them? Are you using Set Up Now in the account details, or are you going through Tools > Add Account?
- Attempting from the Online Services tab of an existing Quicken account. See image.
Does your system meet the requirements listed in our support article?
- Yes, confirmed.
Do you have a VPN or antivirus software running?
- McAfee - highlighted settings are the current status. I toggled through options of on/off for these and tested the TIAA connection. No luck.
Where is your Quicken data file stored?

[Edited - Readability]

Quicken Carlos

Hi @jcrane0513,

Thanks for your reply and for sharing the screenshots! They are very helpful.

I suggest first moving your Quicken data file out of OneDrive and into a local folder on your computer. Cloud-synced folders can interfere with Quicken's ability to access and manage your data file, as explained in our support article on Performance Troubleshooting.

To move your data file:

Close Quicken completely before moving any files.
Open File Explorer and locate your Quicken data file. It will have a .QDF extension and usually includes your name or "Quicken" in the filename.
Right-click the file and select Cut.
Navigate to This PC > Local Disk (C:) > Users > [your username] > Documents.
Create a folder named Quicken if one doesn't already exist. Open that folder, right-click an empty space, and select Paste.
Double-click the data file in its new location to open it in Quicken.

Once your data file is stored locally, I suggest trying to reactivate your TIAA accounts again from the Tools option:

Go to Tools > Add Account.
Search for TIAA and select the appropriate financial institution.
If prompted, select the connection method.
Enter your credentials and click Connect.
When Quicken displays the accounts it found, select Link next to each existing account you want to reconnect.
Click Next, then Done on the final prompt.

I hope these steps help you reconnect your TIAA accounts. Please let me know how it goes!

jcrane0513

A little progress. The persistant spinning stopped. Got this message after attempting through Tools. When I attempt to set up service via the existing account, the persistant spinning still occurs.

Quicken Carlos

Hi @jcrane0513,

Thank you for trying the steps above and letting us know the results. I understand that Quicken continues spinning when you try to set up online services using the Set Up Now option.

I have created an investigation ticket to look into this issue. I recommend submitting a problem report through Help > Report a Problem so I can add your information to the investigation ticket.

In the meantime, since Tools > Add Account appears to be working, I suggest trying to reconnect your account using that option while our team works toward a resolution for the Set Up Now issue.

The CC-555 error occurs when the financial institution blocks Quicken's access to its servers, preventing Quicken from downloading data. In some cases, this block may be permanent. As outlined in our support article, I recommend trying again later. If the issue persists, please contact your financial institution's customer support for further assistance. If the financial institution is unable to resolve the issue, please contact Quicken Support. They can guide you through additional troubleshooting steps in real time or escalate the case if necessary.

I look forward to your reply!

[CBT-1310]

Stan Kardonsky

I've been having the same issue with TIAA. Error code CC-555. Tried searching the TIAA site for info .. nothing.

Tried to reset account, re-add account .. no luck.

Is this an ongoing conversation with the TIAA IT group?

Quicken Carlos

Hi @Stan Kardonsky,

Thank you for joining the discussion. The CC-555 error is different from the issue being investigated in this thread. We have existing Community Alerts for other TIAA connection errors, including CC-506 and OL-290-B, but these are separate issues from CC-555, as mentioned in my previous comment.

The CC-555 error occurs when the financial institution blocks Quicken's access to its servers, preventing Quicken from downloading data. In some cases, this block may be permanent. As outlined in our support article, I recommend trying again later. If the issue persists, please contact your financial institution's customer support for further assistance. If the financial institution is unable to resolve the issue, please contact Quicken Support. They can guide you through additional troubleshooting steps in real time or escalate the case if necessary.

I hope this helps!

rcb007

I can't connect to or download transactions from TIAA. I receive OL-299-B and CC-506 errors, and any attempt to reconnect results in a timeout.

proflaw

I also cannot download from TIAA. I get no error message, but any attempt to download transactions or reset the account freezes the entire Quicken program, and I have to close it in Task Manager.

Quicken Carlos

Hi @rcb007,

Thank you for joing this thread and for letting us know the issue you are experiencing. The CC-506 error is an ongoing issue, and our support team is working towards a resolution. We do not have an ETA for a fix. I recommend monitoring the Community Alert for updates as they become available.

Regarding the OL-299-B, we do not have documentation of that error. If possible, can you upload a screenshot of the OL-299-B error?

I look forward to your reply!