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Why can't I set up a UBS investment account for download?

Frank T

I use Quicken Classic for Windows. I am on Windows 11 with the most recent updates. This problem started several days ago. At first, I was having problems with account downloads for all my UBS accounts. I made sure on the UBS website that I had enabled downloads to Quicken. I then disabled an account for download, but when I tried to reactivate it, my system went into a never-ending Do-More loop, and I had to use Task Manager to shut down Quicken. What is going on between Quicken and UBS Financial Services?

[Edited - Readability]

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Tom Young

UBS has an astonishing long list of entities, and they don't all use the same downloading method.

Assuming the arm of UBS is "UBS Financial Services Inc." then that entity uses Direct Connect, a downloading method that's pretty reliable.

Maybe you can explain and/or capture some screen shots that show the "never ending loop?" That would be helpful.

Did this odd behavior begin with the "most recent update?' If so, then rolling back to the previous working update might straighten things out.

I do see another user with problems with UBS:

https://community.quicken.com/discussion/7977696/quicken-is-not-updating-ubs-financial-services

and it appears that this is a "known issue":

https://community.quicken.com/discussion/7977606/new-11-7-26-ubs-bank-ubs-financial-services-ol-297

Frank T

Yes, my accounts at UBS use direct connect. It has worked well until a few days ago.

My issue does look like the one previously reported, except I did not get an error message, only a message to try again later and, if that doesn't work, contact Quicken support.

The do loop has nothing to do with the account download. It is part of my troubleshooting, where I tried to deactivate the account and then reactivate it. When I tried to reactivate the account, it seems it could not communicate with UBS, probably the same thing causing the account download problem.

I attached a screenshot of where my system hangs up.

Thanks, Frank

Screenshot 2026-11-10 110058.png

[Edited - Readability]

chiadog1

I too am having the same problem only a different error code.

Screenshot 2026-11-10 154108.png

Quicken Laura

Hi @chiadog1,

Thank you for reaching out!

The error you're experiencing is part of a known issue that our team is actively investigating. I see that you're already running the latest version of Quicken (R70).

As a temporary workaround, you can try reverting to the previous version (R69). Before proceeding, please make sure to create a backup of your Quicken data file. You can then follow the instructions in this support article: https://www.quicken.com/support/reinstalling-and-patching-your-quicken-subscription-version-after-your-membership-has/

We'll continue sharing updates as more information becomes available. In the meantime, we encourage you to bookmark the community alert below to stay informed:

https://community.quicken.com/discussion/7977559/update-11-6-26-multiple-financial-institutions-ol-290-b-error

Thank you for your patience.

Quicken Laura

Hi @Frank T,

Thank you for your response!

Have you checked whether the sign-in page opens in your default browser? Sometimes the page opens in the background without automatically appearing on your screen.

If you don't see it, please try the following:

Clear your browser's cookies and cache.
Check whether your default browser has a pop-up blocker enabled and, if so, temporarily disable it or allow pop-ups.
Try connecting to your account again.

Please let me know how it goes and whether you're able to complete the sign-in process.

Thank you!

Frank T

Hi Laura,

I am running R69.53, Which is dated late September. Everything worked until a few days ago. I can't help but wonder why. Anyway, should I rollback to the version just before this one?

Thank you!

Frank

Quicken Laura

Hi @Frank T,

Thank you for confirming that you're already running version R69.53.

Given the loading loop you're experiencing, I recommend trying a few additional troubleshooting steps before considering reverting to a previous version.

Just to make sure we're on the same page, have you had a chance to try the steps shared above regarding checking your default browser, clearing its cookies and cache, and reviewing its pop-up settings?

https://community.quicken.com/discussion/comment/20586123#Comment_20586123

If you haven't tried them yet, I recommend starting there. Please let me know whether you've already completed these steps and, if so, whether they made any difference.

I look forward to your response.

Thank you!

Frank T

I tried them and I still cannot set up accounts for download. Once I try, the only way to get out of quicken is to use task manager to shut it down.

Tom Young

Another thing you might try that's "browser" related is to change your default browser to a different browser. I've had somewhat similar problems that were resolved by the change in default browser, as have others.

forschner

I have been having the same problem. Since October 7 I have been unable to update my UBS Financial Services, Inc accounts. I deactivated those accounts and now I can't add them back. No error message, just never connects to my accounts.

Hugh F

Quicken Laura

@Frank T & @forschner

Could you please give @Tom Young's suggestion a try? Start by changing your default browser, then attempt to reconnect your accounts by following these steps:

Reactivate account:

Go to Tools > Add Account.
Search for and select your financial institution.
If prompted, choose the appropriate connection method.
Follow the on-screen instructions.
When the list of found accounts appears, be sure to select Link to connect them to your existing accounts (do not add duplicates).

If the issue persists, please let me know which browsers you've tried and submit your log files so our team can investigate further.