Michael28480

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  • Hi there, I saw a post of yours. In the past, every time I have a new UBS Account, I have had to contact UBS Online Services asking them to approve that new account for use with Quicken. Here is a note to myself that I recorded some time ago. "6/13/2024 - adding additional accounts to UBS Quicken Direct Connect worked by using UBS Financial Services, vs UBS Online Services. Previously - adding additional accounts to UBS Quicken Direct Connect required a phone call to UBS to add them to my ID."

    March 14
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