I am unable to add UBS Financial Services accounts to Quicken. Is anyone able to add their UBS Financial Services accounts to Quicken or update their UBS Financial Services accounts in Quicken?
Hi @forschner,
Thank you for sharing your experience. If you’re encountering the OL-301-A error, it’s related to a known issue with UBS Financial Services Direct Connect that our team is actively investigating. We don’t have an estimated resolution timeframe yet, but you can follow the investigation and receive updates by bookmarking the community alert below:
Thank you for your patience and understanding. Please feel free to reach out if you have any additional questions.
Quicken worked on this issue many times with me and concluded that I needed to get in touch with UBS Financial Services.
Thank you for following up!
I reviewed your previous ticket and noticed you didn't report an error message. Could you please confirm whether you're still not receiving an error message?
Also, have you contacted your financial institution about this issue? If so, could you share any information or guidance they provided?
I look forward to your response.
I also am having troubles connecting with UBS Financial. Been that way for a couple of weeks. I tried everything and no luck. Is there a solution yet from UBS?
Hi @rgmccollum,
Thank you for joining the conversation. Are you also receiving the OL-301-A error, or are you experiencing a different issue?
Any additional details you can share will help us better understand the situation and determine how best to assist you.
I look forward to your response!
I get error code OL-290-B when I tried to do an update of the transactions. I’ve tried to reset and even deactivate online and it just doesn’t do anything but lock up. I tried to add an account for UBS. No luck. So sounds like it’s a problem on their end. I’ve been using UBS for several years so it just started happening over the last 2-3 weeks.
Thank you @rgmccollum, for providing those additional details.
This could be related to the known issue we're tracking in the community alert shared earlier. However, since you're experiencing a different error, I agree that it may be a separate issue.
Because your account uses a Direct Connect connection, this is likely a connectivity issue that will require assistance from your financial institution's online services support team.
In the meantime, I recommend trying the following steps from our support article to make sure you're running the latest version of Quicken:
Note: You'll need to exit Quicken to run the update program. When you exit, all of your work is saved, and you can pick up where you left off as soon as the update is complete.
If the issue persists, please contact your financial institution and ask to speak with an online services specialist who handles transaction download issues.
Please let us know how it goes!
I checked, and I do have the most current version of Quicken. Further, I called UBS on line help and he did all sorts of checks. He said the data Quicken accesses from UBS is up-to-date and looks consistent with what my account shows through today but my program is not getting those updates. We even tried to turn off my multi factor authentication and still got the same error on update. He believes it is on Quickens side. Can you please help with this or advise when that may be fixed?
Thank you for the clarification. Since you're receiving a different error code than the one addressed in the community alert, and the broader issue was resolved today, I recommend contacting Quicken Support directly for further assistance.
Based on what you shared about your conversation with UBS, Quicken Support would be best equipped to investigate this further. Be sure to share what the bank told you so the support representative has the full picture. They can walk you through troubleshooting steps in real time and escalate the issue if necessary.
The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.
apologize that I could not be of more assistance!
I’m having the exact same problem with the same error code. Has been working fine for years and suddenly will not connect. Did you find any resolution?
Hi @Jeffreylance,
The widespread issue was recently resolved. Are you still encountering the OL-301-A error when updating or connecting your accounts, or are you experiencing a different issue?
Any additional details you can share would be helpful in determining the best next steps.
Thank you for following up, and I look forward to hearing from you!
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I have the same issues as rabourassa and have been unable to connect UBS Financial Services accounts to Quicken for a month now. I was told that some issues with UBS accounts connecting to Quicken by Direct Connect had been resolved. However, my issues have not been resolved.
I can not connect to UBS with one step update I only get an error has occurred, no error code I calld UBS the said its at your ens is this case still a known problem?
Hi Laura. I am getting OL-290-B when I try to connect to UBS. Apparently SO MANY people are having the same problem and getting the same error code when they update to R70.20 that it must be a Quicken problem. I await a solution as do many other people.
Jeff
Hello @forschner,
Thank you for letting us know you're seeing the same issue as @rabourassa! Please post to the discussion @rabourassa started so that we can better assist you:
Thank you!
No, it's still quite active, even worse.
See my discussions with Quicken Laura, as I posted quite a bit of information. I get error OL – 290 – B. I’ve actually completely uninstalled my beta version and installed an older production version and I got it to work however when it updated to the newer build 70 it stopped working. Anyway, I am told from quicken Bree that they have a ticket on all this and are aware of everyone’s issue. I’m confident they’ll work it out soon.
Hi everyone,
We are currently investigating an issue in version R70.20 that causes multiple financial institutions to return the OL-290-B error.
As a temporary workaround, we recommend reverting to an earlier version (R69).
We will post updates in the Quicken Community Alert linked below. Please bookmark it to stay informed about the latest developments:
Thank you for your patience and understanding!
Reverting to R69 does not solve the problem!
Hi @rabourassa,
Thank you for taking the time to try the suggested steps!
Are you currently trying to reconnect or update your accounts? If so, could you please share a screenshot of the error message you're receiving? This will help us better understand what you're experiencing.
If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots into your response if you are not given the option to add attachments.
I have been since Friday I reverted when Gaberial on Phone support asked me to, and we created a test account and nothing works. The image has already been posted look back , you will find it. and the case with UBS that I esclated.
My interface is not working for about 5 days either. I contacted support and they sent me here…
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Day 5 ….crickets…
no nothing
We’re aware that the issues causing accounts to return OL-290-B and OL-297-A errors are currently under investigation.
Our team is actively working to restore connectivity as soon as possible. However, we don't have an estimated time for resolution at this time.
We'll continue sharing updates through the community alerts below. We encourage you to bookmark these posts so you can easily follow the latest developments:
Thank you for your patience and understanding while we work toward a resolution.
