UBS Wealth Management - FDP-103 (edited)

kash80

Has anyone been able to successfully add UBS Wealth Management account to Simplifi? All the options I see when adding an account didn't work for me.

Coach Jon

Hello @kash80,

Thank you for reaching out! What URL do you use to sign in to your bank's website? I can see that you are receiving FDP-103 errors when trying to connect with UBS instances in Quicken Simplifi. I know that we do have a current known issue that we are aware of for UBS Financial Services. We have an alert you can follow here for this issue:

https://community.simplifimoney.com/discussion/12352/ongoing-05-06-25-ubs-financial-services-inc-returns-fdp-103-error

-Coach Jon

kash80

https://community.simplifimoney.com/discussion/comment/60120#Comment_60120

Hi @Coach Jon - this is the URL for login https://onlineservices.ubs.com/cauth/wma/signin#/

Coach Jon

Hello @kash80,

Thanks for the reply! This would be part of the ongoing known issue I posted above, so be sure to follow that alert for updates, and we will be sure to post there when we have further information.

-Coach Jon

kash80

Good to know. Thanks @Coach Jon. Any ETA on the possible solution as the topic is from May this year?

Coach Jon

Hello @kash80,

There is currently no ETA on a resolution, though we are continuing to investigate the issue at this time. These issues can sometimes take some time to resolve. We appreciate your patience.

-Coach Jon