Cannot add new account

beepyoyo
beepyoyo Quicken Windows Subscription Member ✭✭
edited October 2022 in Download, Add/Update Accounts (Windows)
I am attempting to add a new investment account at UBS Online Services. After entering the username/pw on the Quicken form, I receive a message (CC-501) to the effect that "We are unable to connect to the Quicken servers at this time. Do not contact UBS Online Services for assistance. Please try again in a few hours." I've tried on 3 separate days. Help!

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    UBS has several different financial institution names for connecting with Quicken.
    To connect an investment account, shouldn't you be selecting UBS Financial Services Inc. instead?
  • beepyoyo
    beepyoyo Quicken Windows Subscription Member ✭✭
    I think that works (altho person at UBS said to use the other) -thanks!
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