OSU Issues/Error CC-501

Schwab and Fidelity downloaded successfully for me on the morning of November 2. 👍️

As of this morning… the CC-501 error message I was seeing yesterday is gone, so the OSU completion notification box looks clean, but no transactions have been downloaded after 10/30/2025 (have been running OSU twice a day since 10/30), so I have had to enter all my Schwab & Fidelity transactions from 10/31 manually (haven't yet marked them cleared or reconciled yet… hoping the retroactive downloads will commence soon).

I was able to connect to my Fidelity accounts this morning once the online connection to Fidelity was reset. So - the CC-501 error appears to be corrected, at least for me….HOWEVER…once this was reset, I have a new error - and interested if anyone else is seeing this…

Prior to the CC-501 error that started on 29-October, I would use the online center to compare security holding quantities to what's online versus what's in Quicken. There were no mismatches. But - after this reset - I have mismatches across most of my Fidelity accounts. What's very interesting is that the quantity that is being reported in Quicken using the Online Center tool does NOT match what's in my register. My register matches what is being reported online at Fidelity's web site - but the Online Center reported shares are not accurate. This appears to be a new issue as of this most recent update.

I have separately reported this issue via Quicken for Windows as of this morning. I would appreciate if any other users and/or Quicken moderators would report if they are seeing this issue or aware of it. Thank you.

The mismatch is with individual securities - not the money market accounts. I did carefully link all of the accounts - as I do have several - so I don't believe this is the issue. For example, I have one account where the only holding is a very specific security - and the quantity reported for this one security does not agree with what is online at Fidelity or what is reported in my register - yet the Quicken online center shows a different quantity than either of those - and then reports a security mismatch.

Here are some photos of what is going on within that account. As I look at further details, it seems it is showing 'deleted transactions' that are making the balances 'mismatch' - but my register has all of the transactions (they are not deleted) - so I don't really understand what is happening at this point. For example, from the picture below, my register has 6 transactions listed - that this tool is showing as deleted.

@boatnmaniac - I appreciate the help. Based on this - do you still recommend restoring from a backup prior to seeing this error. Unfortunately - I would need to recreate everything from the past 4-5 days - but if you think that's worthwhile - I can do it. Or - use placeholder transactions instead for each individual security? That too would be a LOT of work. Thanks.

Notice here too - it says that "-6 transactions were deleted from Quicken". A negative number of transactions were deleted - that seems odd to say the least. Is there a synchronization issue?

I replied above but am just figuring out how to use the Quote function here. Thank you again for your help/advise.

I don't think duplicate transactions are an issue here. Here's an example of one account at Fidelity with one security. I purchased this security in September of this year, and my Quicken register clearly has all of the associated purchase detail - which is a single purchase. Yet - when I use the Online Center tool to compare securities - this is what I see:

It's as if it is pulling the comparison data from February, not today. Notice the dates listed in the comparison tool. It's interesting that it is showing a date of 09-October for what you think would be the data as of today (02-November)- so I believe something is amiss.

I have reported this via the Report a Problem tool within Quicken Windows - but I'm at a complete loss in terms of what to try next - but while I appreciate your help - this is definitely not a duplicate transaction issue.

All worked for me today!

As of this morning, the 506 errors have gone away but OSU still hangs. Toggling animation on/off closing quicken each time does finally make it complete.

For me, the CC-501 error also went away but transactions did not download for my Schwab accounts. So I deactivated one account (not reset), closed Quicken, opened Quicken back up and reactivated account. The transactions downloaded for that account. I did this technique one at a time for each Schwab account I have and they all downloaded the transactions. I did this yesterday. This morning morning I did a one-step update and all my accounts downloaded properly. Maybe this will help.

Good to know this trick for the future! The problem for us is we have over a dozen accts at Schwab across two logins, so deactivating and reactivating all of them would be a bit of a chore I'd rather avoid in this instance since the impact was relatively small. Thanks for trying this out and telling the community.

Maybe you should try what worked for as I described in three messages above. Deactivate, not reset, one account, close Quicken, reopen Quicken and then reactivate the account. Good luck!

A suggestion:

In case you haven't tried it, back up the datafile. After deactivating all the Fidelity accounts, don't Activate from the Account Details screen. Instead, use add an account (+ sign in the Account Bar) and add Fidelity Investments. You will go through a process that asks what to do with the accounts Quicken finds in Fidelity and you can then link the ones you want to their current account data in Quicken. In the past, I've seen Activate did not behave exactly the same as add an account to reconnect an account and adding seemed to pull in transactions that activate didn't. No guarantees it will work. But it's a procedure I've used in the past when transactions were not downloading by just activating. The issues with EWC+ and Fidelity are unpredictable.

This has me considering dropping Quicken. I as well have been using it a very long time but the challenges in recent years including this one make me think I am spening more time trying to make a product work, which I am paying for, than the value I actually get from it.

@kujo46 I posted this in another forum to attempt to assist another user with similar problems, and he indicated that it did work for him.

"This may be a total waste of time for you, but I'm throwing it out there anyway. I also was having some issues with downloads not receiving transactions that should have been there, getting a strange CC-505 from Merrill accounts, etc. I called the Premier support line and they suggested the following, and it actually worked. Your mileage may vary. They asked me to sign out of the Quicken account: Edit — Preferences… — Quicken ID & Cloud Accounts — Sign in as a different user, then to sign back in as the same user as usual. Be sure you know which email address and password you use before you sign out. They explained that this action resets the Quicken servers. I was then able to run a normal OSU, and it completed successfully."

Hope this helps.