UBS Financial Services Inc.: OL-292-B Error

Pat Marshall
Pat Marshall Quicken Windows Subscription Member ✭✭✭✭
edited April 27 in Investing (Windows)

This has been a recurring problem and has returned over the last 4 days. Is Quicken aware, and what suggestion does anyone have at this point?

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Pat Marshall,

    Thank you for reporting the error you are receiving.

    The OL-292-B Error is a Direct Connect error caused by an issue on the bank's server. Currently, there are no known issues with this financial institution. The linked support article suggests waiting a day and trying again. Since you have already waited several days, here are the next steps suggested:

    Refresh Quicken's financial institution information

    1. Go to Help > Check for Updates. Screenshot 2026-04-27 at 7.40.50 AM.png
    2. If an update is available, a prompt will appear with the option to install it.
    3. Click Yes to install the update.

    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

    You will need to contact your financial institution for assistance. Quicken Support does not have access to the financial institution's servers to be able to correct the problem.

    This may require you to request to speak with an online services specialist who handles transaction download issues at the financial institution. If your financial institution states it can't assist, an escalation with them may be necessary.

    Let us know how it goes!

    Quicken Alyssa

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