How do I link my UBS account?

George -

UBS includes Quicken Direct Connect in their syncing process. Here's how to connect your UBS account:

  1. Call UBS (1-888-279-3343) and request UBS to activate Quicken Direct Connect. (UBS should provide you with a separate set of temporary login credentials.)
  2. Ask UBS to provide you with your "Quicken Direct" account number as this is the same number you'll use to sync with SigFig Portfolio.


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