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One Step Update Summary ERROR: UBS Financial Services Inc. [OL-315-A]

Pat Marshall

This [OL-315-A] error has happened before and eventually resolved. The error refers to transactions dated too far in the future, but a review of my accounts does not find any transaction dated too far in the future. Inexplicable.

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Direct Connect

Comments

Quicken Alyssa

Hello @Pat Marshall,

Thank you for letting us know you are having this issue!

As you stated, the OL-315 Error usually occurs when the transactions you are downloading are dated too far into the future. This may be due to your system date and time settings since Quicken assumes that it should use your computer's clock when performing the One Step Update.

To resolve this issue

Change the date and time settings

For Windows 10:

Click the Start button, and then click Control Panel. In Windows 10, the Control Panel is located in the Windows System folder in the Start menu.
Click Clock and Region, and then click Date and Time.
Click Change Date and Time to set the right time and date settings.

If the time and date settings are correct

Deactivate and Reactivate Account:

Go to Tools > Account List.
Click Edit for the account you need to change.
Click the Online Services tab.
Select Deactivate.
Restart Quicken to make sure that the changes are fully applied.
Repeat Steps 1-3 and click Set Up Now to Reactivate.
Make sure that you choose Link and carefully match the account.

Note: Linking the account properly can help avoid creating duplicate accounts or duplicate transactions.

8. Try to download transactions.

Let us know how it goes!

Pat Marshall

I have 11 UBS accounts. Quicken doesn't tell me which it has a problem with.

Pat Marshall

I did not deactivate, but just tried to update again. Now the error presented is different. OL-292-B. I have seen this intermittently in the past and it continues to recur.

Pat Marshall

Now it is right back to OL-315-A.

Pat Marshall

I have several UBS Financial Services Direct Connect accounts. All but one update normally and show a current update timestamp. One checking account, which is linked to a UBS investment account, consistently shows ‘Online Balance $0.00 as of .’ with no date. The update then fails with OL-315-A, ‘Date Too Far in Future.’ At other attempts the same UBS update has returned OL-292-B

Quicken Alyssa

@Pat Marshall,

Thanks for following up!

Interesting that it is switching between two different errors. I noticed that the error says 14 accounts, and you said you have 11. Are there possibly some old/hidden accounts that could be causing this issue? I think this would be a good place to start. It's always a good idea to Save a Backup before troubleshooting.

Check whether you have any old/hidden UBS accounts(Tools>Manage Hidden Accounts). If you do, unhide them.
Then go to Tools>Account list, click Edit on one of them.
Go to the Online Services tab and see if it is connected. If it is, Deactivate it.
Repeat the steps for any remaining UBS accounts that were previously hidden.

You mentioned that the linked account is the one getting the error. This is confusing to me because a linked account is generally not a connected account. The investment account is connected, and the cash shows in a linked "offline" account, essentially.

If you do not have any hidden accounts causing this issue, I recommend following at least part of the steps in my previous response and deactivate/reactivate all UBS accounts. Also, keep in mind that we do have an Open Alert for this financial institution as well.

Let us know what you find!

Pat Marshall

Number of accounts is 11, I was wrong about 14. What is one account in Quicken is no always just one account at UBS like checking linked to an investment account. I had some trouble months ago with activate and then reactivate so I decided to postpone doing it for a day or so to see if the issues resolve without me making matters perhaps worse. Thank you.

Pat Marshall

My Windows date/time is correct. I have 11 UBS accounts connected through Direct Connect. One of them is a linked checking account associated with a UBS brokerage account. During One Step Update, that account uniquely shows “Online Balance $0.00 as of .” with no date. The other UBS accounts show update timestamps. Before I deactivate anything, should I deactivate all 11 UBS accounts, or is there a particular account you want me to deactivate/reactivate?

Pat Marshall

The UBS update is still failing with OL-292-B. I compared the individual account results. Most UBS accounts show “Holdings information updated as of 8/10/2026 9:55:14 PM.” However, my linked Checking UBS account shows “Online Balance $0.00 as of .” with no date. This is the only UBS account with this message. The checking account is linked to a UBS brokerage account (Show cash in a checking account = Yes). My Windows date/time is correct. Could this missing date be causing the OL-292-B/OL-315-A errors? Before I deactivate/reactivate the 14 UBS accounts, please advise.

Pat Marshall

Inexplicably, it just worked without me changing anything.

Quicken Alyssa

Thank you for following up to let us know that this issue has resolved on its own.

If that changes or you need more help, let us know!

Thanks again!

Pat Marshall

Do you know what happened and why? I'd like to avoid this in the future. I do thank you and your employer for your responses.