UBS Wealth Management

Schieferstein
Schieferstein Quicken Windows Other Member
edited August 9 in FAQ'S (Windows)

I thought I would save someone the trouble of searching for this. After a four day weekend trying to figure it out, here are the steps to connect Quicken to UBS Wealth Management:

1. Log into onlineservices.ubs.com and go to Settings-Account Settings-Financial Software Download (OFX)

2. Check the box "I would like my Online User Name…", enter your UBS password in the box below, and click Save.

3. You must now wait for an email from UBS informing you that they have set up this service.

4. In Quicken, add a new account searching for UBS. Select Financial Services from the list.

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Schieferstein,

    Thank you so much for taking the time to share these detailed steps!

    I've gone ahead and moved your post to the FAQs section so it's easier for other users to find. We really appreciate you contributing to the community!

    Thanks again!

    -Quicken Anja
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