Changed password on RBC Wealth Management, now cant download transactions

epicmountain
epicmountain Member ✭✭
edited 10:00AM in Errors and Troubleshooting (Windows)

Yesterday I changed my password on my master RBC wealth management account as it had been some time since I'd done so. Logged into the site thru the web and it let me access things as normal. 2FA is enabled. Quicken downloads are enabled in the preferences on the site.

Today went to update my RBC accounts in Quicken and it says cannot login. It seems to find the accounts and then sends me a 2FA request which I enter. After this the One Step Update screen simply says it encountered an error while connecting to the bank.

Previous screens said it simply could not login, saying 'signon information provided has failed authentication'

I can still log into the account thru the web so it doesn't appear to be locked. I have seven different account w/ RBC and all worked perfectly yesterday.

Quicken Classic Business & Personal

Version: R65.29

Release: 27.1.65.29

Windows 11 Enterprise

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Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @epicmountain,

    Thank you for sharing your experience. I am happy to help.

    After reviewing your account connections internally, it appears you are receiving a CC-506. This error occurs when Quicken is unable to identify the account in Quicken to which your downloaded information belongs.

    To resolve this:

    Refresh your account information

    1. From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
    2. Then select Update Now.
    3. Follow the on-screen instructions to complete the update.
    4. If the problem persists, continue with the procedures below.

    Deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts:

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A). tools>acct list.png
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List. acct list>show hidden accts.png
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab.
    4. When finished, close the Account List.
    5. Close, then re-open Quicken.
    6. Click the Add Account button at the top of the Account Bar on your main view. plus sign-win.png
    7. Walk through this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented, UNTIL you reach the screen where Quicken displays the Accounts Discovered at the financial institution.
    8. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

    Let us know how it goes!

    Quicken Alyssa

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