Downloading from UBS

Question

I really haven't used my Quicken program for about two years; long story. But now I need to get back to it to get a better handle on a lot of things. Big problem: One of my banks is UBS. When I try to add the account, I get a message saying I need a security number from UBS. My UBS banker says she hasn't run into this before. Has anyone else experienced this trying to add UBS as an account? Who or what did you contact at UBS to obtain the security info necessary to in inlude the account?

Frankx · Accepted Answer

Hi @ttnancy,

I believe that UBS bank may require you to get a PIN from them before you can connect a bank account in Quicken.

If you haven't done so already, I suggest that you go to the bank's website and determine whether you can successfully login there. If you can't - you should go through the bank's process to access your account online.  If you can log-in, look for information on how to log-in using third-party applications ( and/or just search on "Quicken") to see if you'll need to take steps there before adding the account in your Quicken file.

Let us know how that goes or if you have any followup questions.

Frankx