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Stifel Wealth Tracker - OL-332-A (QWIN)

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This discussion was created from comments split from: Stifel Wealth Tracker - Not Connecting.

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MHSwizzleStick

The error Quicken is giving me is:

OL-332-A Your login information in Quicken is incorrect

I've confirmed that the login info is correct. I sent an email to WealthTracker@stifel.com reporting the problem.

As for wealth tracker being flakey, that hasn't been my experience. I've only had one issue with it and that was about a year ago. Since then it's been solid.

One other thing. I just happened to update to Quicken release 49.33 just before this started happening. I assume that's just a coincidence but did anyone else start getting this just after updating?

MHSwizzleStick

Just received this reply from Stifel:

We've received calls from clients that are not able to access their Quicken accounts due to incorrect login details that should work. Please contact Quicken first to determine if this is a systemic issue, afterward please contact us at Wealth Tracker Support, toll free at 866.697.8433 Monday through Friday from 6:00am-7:00pm CST and Saturdays 7:30am-4:00pm CST. Thank you,

algee99

Stifel customer support 1st level was unable to help, but they took my info and will pass it on to 2nd level. In the meantime, I've changed my password on the Stifel website, and updated the password in quicken. Still unable to connect to Stifel for transaction download.

markberlind

I’m having the same issue - Stifel-SWT has worked fine for a long time and now all day it rejects my login credentials

algee99

It's beginning to feel like the problem is on Quicken's end, not Stifel's. Although, it may still be an issue with the server that Stifel has to be running in order to handle Quicken connections via Direct Connect.

I can log in to Stifel Wealth Tracker website with no issues, but not through Quicken. I deactivated my online access in Quicken and then tried to add Stifel - SWT again. I entered the exact same credentials I use to log in to the website, and Quicken errors out saying that I must provide login credentials in order to log into the Stifel website for transaction downloads.

mbstcyr

Hopefully someone from Quicken and Stifel will communicate with each other soon and take us, as the customer, out of the middle. I am still unable to make the connection between Quicken and Stifel this morning as well - experiencing the same as algee99 mentions above.

TBird

Ditto - same issue

jasinlou

Ditto - same issue here too!….for 2 different Stifel logins. So it's not login specific.

Quicken Jasmine

Hello All,

Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files, a sanitized data file, and screenshots (if possible) attached in order to contribute to the investigation.

While you will not receive a response through this submission, these reports will help our teams further investigate the issue. The more problem reports we receive, the better.

We apologize for any inconvenience! Thank you.

cjim

I’m having the same issue - Stifel-SWT has worked fine for a long time and now rejects my login credentials that I have confirmed are correct.

wtkrebsii

Did anyone resolve this issue? Having the same problem.

RonCtulsa

I am also haveing same issue My quicken is R49.33 build 27.1.49.33

RonCtulsa

I contacted Stifel, they acknowledged other stifel users having same problem, I also reported problem to Quicken using the "HELP > Report a problem "

geothug

I am also having this issue, but "Help>Report a Problem" is not available; what now?

lkrupp

So both Quicken and Stifel know there’s a problem. I guess we just wait for a resolution.

algee99

Appears to be fixed at this time. I was able to connect and download transactions.

cjim

Confirmed. Working now.

RonCtulsa

Update on my situation, STIFEL sent email - (Pasted below) i re-enabled a new clientid and quicken connected