Stifel Account Connection

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

Comments

  • 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