Stifel Account Connection

DRSR Member
Trying to connect investment account to the new Stifel website - Quicken points to old one and won't let me change it.


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @DRSR,

    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.

    -Quicken Anja
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  • Bill Creuziger
    Bill Creuziger Member ✭✭
    This situation became a problem for me as of today 5/19/22.
  • MWEISS33
    MWEISS33 Member
    I'm having this same issue as of 5/21/2022.
  • DCP1982
    DCP1982 Member
    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.
This discussion has been closed.