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Stifel Account Connection

DRSR

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

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Quicken Anja

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.

Bill Creuziger

This situation became a problem for me as of today 5/19/22.

MWEISS33

I'm having this same issue as of 5/21/2022.

DCP1982

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.