UBS OneStep Update

Question

UBS Financial Services Direct Connect is updating holdings but not downloading transactions. Transactions dated September 21 and 22 are visible on UBS's website. One Step Update reports "No new transactions downloaded." I reset one affected UBS account and the problem persists.

Quicken Alyssa · Answer

Hello @Pat Marshall,

Thank you for continuing to report the issues you experience with your UBS connections in Quicken.

You use Direct Connect as the connection method for downloading transactions from this bank. This connection method is the preferred method for people who use Bank Bill Pay from within their Quicken software.

Technically, the issue you are having today would be considered Missing Transactions. I have seen many of your posts about various Direct Connect errors, or issues in general, with this financial institution. Most, if not all, of the issues you reported seem to have resolved themselves without doing any troubleshooting. The Direct Connect connection method uses the bank's servers, and Quicken can't see those servers to tell what is causing these issues.

Are you using Bank Bill Pay in Quicken? If not, I would consider trying a different connection method to see if you have fewer issues. If you are not interested in changing connection methods, my suggestion would be to reach out to UBS to see if they can provide any insight or explanation for the frequent issues you are encountering.

The words highlighted above in blue are links to Support Articles with more information. You can review them and follow the steps to rule out possible causes, especially for the missing transactions. If the article does not resolve the issue, it mentions at the bottom that you will need to contact the bank.

Hope this helps!

Pat Marshall · Answer

My problem does not produce an error message with One Step Updates, but there are no updates since at least September 21, 2026.  The stock quotes do not match UBS, and I am not sure they change at all from day to day in Quicken.  The result is stock quotes do not match, no new transactions for days.  Below is the message I get in my One Step Update Summary for each of my UBS accounts.

NotACPA · Answer

There's an open ALERT for UBS.  See this.

https://community.quicken.com/discussion/7974525/ongoing-7-14-26-ubs-financial-services-direct-connect-error