Stifel Account Connection
DRSR Member ✭
edited June 2022 in Download, Add/Update Accounts (Windows)
Trying to connect investment account to the new Stifel website - Quicken points to old one and won't let me change it.
Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.
If your financial institution has changed its URL, then it will require them to submit a request to have it changed within Quicken. For more detailed information regarding this topic, please take a moment to review the section titled "How can I fix an incorrect Homepage URL?" found in this support article.
I do apologize for any inconvenience! Thank you.
This situation became a problem for me as of today 5/19/22.0
I'm having this same issue as of 5/21/2022.0
I had the same issue, turns out you have to convert your accounts within Quicken to download from the new website Stifel - SWT. I just reached out to Stifel Wealth Tracker support at 866-697-8433 and they were able to assist in converting my accounts.0
This discussion has been closed.