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UBS OFX/Direct Connect

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HikerT

02 Nov, 2015 04:26 PM

UBS recently simplified access to OFX connect. They've switched from the previous system, which had a separate user name and password for financial software, to a system where one's website logon credentials are used. https://www.ubs.com/us/en/wealth/misc/simplifying-access.html

I've been having issues connecting to my UBS account since the change occurred. I've ensured that my logon credentials are activated for "Financial Software Download" on the UBS website, and have deactivated and then reactivated online banking for my UBS account in MD2015 (Mac). When I enter my login information I'm prompted for my password twice, after the second time I'm prompted to choose the account number that I want to use. However, when I try to download transactions I get the following error:

"There was an error communicating with your financial institution. The details of this error are below.

Bank Name: UBS Financial Services Inc.

The error code reported by the server was: 2000

The information you entered does not match our records. Please enter your UBS Online Services website credentials. If you are not registered or do not remember your login go to www.ubs.com/onlineservices select Forgot User Name/Password or Register Now."

I'm sure I'm entering the correct username and password. I haven't yet contacted UBS, I'm checking here first to determine if this is a known issue with a solution.

1. 1 Posted by Ian L on 02 Nov, 2015 04:29 PM

   

   Can you try re-creating your connection with your financial institution and see if that fixes the issue that you're seeing? You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

   1. Select your bank account in Moneydance

      
   2. Select the Online->Setup Online Banking button/menu

      
   3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

      
   4. Repeat the previous steps for any additional accounts at the same institution.
      
   5. Select the Online->Setup Online Banking button/menu (again)

      
   6. Click the "New Connection" button and select your bank and hit OK
      
   7. Continue with the setup process, entering your username/password


   Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

   Please let me know if you continue to have connection problems after recreating your connection.

   Ian
   Infinite Kind Support

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2. 2 Posted by HikerT on 02 Nov, 2015 04:48 PM

   

   Partial success maybe? I have four accounts with UBS: 1) a joint account with my wife, 2) an empty account, 3) a 529 account, and 4) a Roth IRA that belonged to my grandmother that I inherited after she passed away.

   I'm only interested in downloading transactions for accounts 1 & 3 (the 529 account is downloaded through the company that administers the plan).

   So I followed these steps, and I'm still getting the error for account 1.

   The download now works for account 3, but there are no new transactions so I can't really tell if this is actually successful.

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3. 3 Posted by HikerT on 02 Nov, 2015 04:50 PM

   

   Whoops, there was an error in the previous post. I'm interested in downlaoding accounts 1 & 4. The download still doesn't work for account 1, but does work for account 4.

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4. 4 Posted by Ian L on 03 Nov, 2015 03:13 PM

   

   Can you try completely resetting your connection to your bank and see if that fixes the problem you're seeing? To do this, you'll need to force clear the current connection information for your bank in Moneydance. I'm sending a file called remove_one_service.py that will help do that. Before proceeding, please back up your Moneydance data set, just in case something goes wrong. You can create a backup using the File->"Export Backup" menu option.

   To use the file, first save it to your computer and then follow these steps:

   1. In Moneydance, click on the Extensions Menu and choose the Manage Extensions option.
      
   2. From the list of available extensions, choose the Python Interface extension, then click Install to download the extension and finish to complete the installation.
      
   3. Close the Manage Extensions window.
      
   4. Again, click the Extensions menu. This time, choose the Python Interface option.
      
   5. In the python window, click the read from file button and load the file from whereever you saved it. You will be asked to select which connection you want to clear. Choose your bank, and click OK. You'll get a confirmation message when the connection has been removed. Close the window when done.
      
   6. Set up the connection to your bank like normal. Since all of your settings have been cleared, you should get the most recent connection information for your bank.

   Hopefully, that will work. If it doesn't, let me know and we'll continue troubleshooting.

   Ian
   Infinite Kind Support

   • remove_one_service_2015.py 672 Bytes
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5. 5 Posted by HikerT on 03 Nov, 2015 05:54 PM

   

   That fixed it! Thanks Ian!

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6. 6 Posted by Ian L on 03 Nov, 2015 05:59 PM

   

   Great, glad things are working again! Please let me know if I can be of any further assistance, and thanks for using Moneydance.

   Ian
   Infinite Kind Support

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7. Ian L closed this discussion on 03 Nov, 2015 05:59 PM.