Cannot download from UBS Financial Services

I have an investing account at UBS, which I access through UBS Online Services.

When I try to set up transaction download, I select "UBS Financial Services Inc." from the bank list, then enter my "UBS Online Services User Name" and "UBS Online Services Password" (the same ones that I use to log in to the website). I get "Oops. We're having a problem. Quicken cannot communicate with UBS Financial Services Inc." 

Anyone else had problems with UBS?

Best Answer


  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    Hello Neil. Appreciate your question.

    Can you provide more information on this error? 
    Can you provide us an image of your "Account Status" window (Window > Account Status) or a screen shot of the error itself? 

    Please let us know so that we can best help you.

    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Neil Faiman
    Neil Faiman Member ✭✭
    OK. The attached screen shots should be self-explanatory. There's nothing to see in the Account Status window, because the account never gets set up for downloads.
  • Neil - I'm also getting this message.  I called UBS but they explained that Quicken will need to be the one to help me.  I too am anxiously awaiting response to your question.

This discussion has been closed.