UBS Onesource - Employer not listed

SBan
SBan Quicken Mac Subscription Member

My employer is not listed. I am using Quicken Mac. Usually I connect using the URL ubs.com/onesource/ticker where I give the ticker symbol at the end and enter my user id and password. There is no provision in quicken to type in this URL. It has a list of UBS One Source list of company names but my company name is not listed. How do I add this link and add my UBS stock equity grants/options etc. to quicken?

Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited December 2023

    I don't believe there is any provision in Quicken Mac for connecting to custom data sources. If your financial institution isn't in the list then you're going to have to manage those accounts manually.

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
  • SBan
    SBan Quicken Mac Subscription Member

    I read somewhere to call UBS and get the ticker symbol added to Quicken. I have initiated that. Let's see if that materializes. Thanks for your responses.

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