New "investment account is treated as cash" feature and UBS

deininger

I can see the Cash Balance and Money Market preference in my Fidelity account settings (under Downloads), but not for my UBS accounts, which use "UBS Bank USA Deposit Account" for cash. Am I missing something? Or is this new feature not supported for UBS for some reason?

Quicken Laura

Hi @deininger,

Thank you for sharing what you’re experiencing. At this time, we don’t have any official information indicating that certain financial institutions are unsupported by this new feature.

Could you please check the Downloads tab to see whether the affected accounts are connected through Quicken Connect or Direct Connect? Here’s how:

• Open the account.
• Select Settings in the lower-right corner.
• Go to the Downloads tab.
• The connection type will be listed below the financial institution name.

I look forward to your response.