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Stifel Brokerage Account will not sync

Stifel changes web platforms and now switched to Wealth tracker. Due to this, I had to deactivate the online accounts and reconnect. I can not connect. I get a cc-501 error. It says it is not the banks error, it is quickens. Is there a way I can fix this.


  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @dieters11

    You could try exiting Quicken > restarting and then retry the connection.  However, given that Stifel made these recent changes, it may be necessary to contact Quicken Support to fix the connection issue (and they are closed today).

    Here's a LINK to more information about that error code.

    Let us know if you have any followups or additional information.


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  • dieters11
    dieters11 Member ✭✭
    edited September 2021
    Thanks I tried all your suggestions already. I will contact Quicken
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