Fidelity Investments - CC-501 error

trackman51

My subscription to Quicken renewed in August and since early September, I am unable to download transactions from Fidelity. It's been a month with no resolution. Without this capability, Quicken is just an expensive check register. If this isn't fixed in the next few days, I will be pursuing a refund.

Quicken Laura

Hi @trackman51,

Thank you for sharing the details of what you’re experiencing. The error you mentioned is related to a known issue that our team is currently investigating.

I also checked your account and found an FDP-350 error. This error may be resolved by reauthorizing your account.

If the issue persists, please create a backup of your Quicken file and then follow the steps below to deactivate and reactivate your affected Fidelity accounts.

To deactivate an account:

• Select Tools > Account List.
• In the Account List, select Show Hidden Accounts if applicable.
• Select the account you want to deactivate and click Edit.
• In the Account Details window, select the Online Services tab.
• Click Deactivate next to the service you want to disable.

• Click Yes when prompted to confirm that you want to deactivate the service.

Once you have deactivated all the Fidelity accounts, I suggest following these steps:

• Sign in to your financial institution’s website.
• Navigate to the section that manages connected apps, third-party access, or desktop application permissions.
• Remove or revoke Quicken’s existing authorization.
• Return to Quicken and add or reactivate the account.
• When the list of located accounts appears, choose LINK next to each account you want to reactivate.

• Complete any authorization prompts provided by the financial institution.
• Once the account has been reconnected, perform an account update to confirm that the connection is working properly.

I hope this helps! Please let us know how it goes.