Download transactions from UBS

Leslie Williams
Leslie Williams Quicken Windows Subscription Member
edited June 13 in Investing (Mac)

I recently moved from Merrill Lynch to UBS Financial Services for our investment accounts. On the UBS site, I activated the Financial Software Download (OFX). The next day, I was able to successfully add all new accounts and link them; however, all accounts have an opening date of 0/0/1900 and no transactions will download. All accounts show Transaction Download as Direct Connect. When I do an update, all accounts show as no transactions to download - there are no error messages. I am using Quicken Business & Personal subscription at version R56.9. Any assistance would be appreciated.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Leslie Williams,

    When exactly did this issue begin? Right when you connected the account(s)? Which financial institution instance are you using to connect your accounts? (see below).

    Screen Shot 2024-05-12 at 11.27.52 AM.png

    Thanks!

    -Quicken Jasmine

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