Capital One: [Account name] needs your attention (CC-901/CC-902/CC-903)
When attempting to update your Capital One accounts, you may see the error message:
This message occurs when:
- You have Capital One accounts that now connect via Capital One's new, preferred connection method. The accounts require you to authorize them to switch to this new method. This may appear as CC-902 in the One Step Update Summary.
- You have already switched to this new connection method but your security token has expired and you need to reenter your Capital One credentials. This may appear as CC-901 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 Capital One accounts
Quicken is moving to this new experience with all of Capital One's financial institutions, and this means you'll need to authorize your accounts for each Capital One 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 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 Capital One financial institution, you'll only need to go through the process once.
To resolve this issue
- Click Reauthorize.
- On the Capital One/Quicken dialog, click Sign In.
- Enter your Capital One 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.
This error occurs if you have already migrated your Capital One 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.
This error occurs if you are migrating your Capital One 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.