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