Overview
When attempting to update your accounts, you may see one of the following error messages:
or
This message occurs when:
- Your security token has expired and you need to reenter your account credentials. This may appear as CC-901 in the One Step Update Summary.
- The instance of the bank you are connecting to has been discontinued and you need to reauthorize the account with the active instance. This may appear as CC-902 in the One Step Update Summary.
- You have login information that needs to be refreshed. This may appear as CC-903 in the One Step Update Summary.
Before you begin: If you have multiple accounts
If you have multiple accounts with one of the financial institutions updating their connection method, you'll need to authorize your accounts for each instance of the financial institution individually.
For example, if you have a checking account with Capital One 360, and a credit card account with Capital One - Credit Cards, you would need to go through the process twice, one for each instance of that financial institution. Don't worry–Quicken will prompt you if you need to go through the process more than once.
If you do need to go through the migration process more than once, it's important that you don't uncheck any accounts listed on the authorization screen, unless you don't want to see the account at all in Quicken.
If you uncheck accounts during the process, this will revoke your authorization, and prevent the accounts from updating. If you've unchecked accounts, you can just follow this FAQ for Windows, or this FAQ for Mac, to authorize them again for download into Quicken.
NOTE: If you have multiple accounts with just one instance of the financial institution, you'll only need to go through the process once.
To resolve this issue
Instructions
- Click Reauthorize.
- On the next dialog, click Sign In.
- Enter your bank username and password and click Sign In.
- Select the accounts you want to authorize to connect and click Authorize.
- When complete, you will see the Success message.
If the issue persists
If the steps above do not resolve the issue, follow the steps in this FAQ to deactivate and reactivate the affected accounts.
Error Messages
Reauthorization Unsuccessful
This error occurs if you have already migrated your accounts to the new connection method, but you enter the wrong login credentials when you are asked to re-verify.
To resolve this issue, click Close on the prompt and restart the process.
CC-506
This error occurs if you are migrating your accounts to the new connection method but you enter the wrong login credentials during the migration process.
To resolve this issue, try to do a One Step Update again to restart the process.
