I can't set up Quicken to download from Stifel Wealth Tracker

Question

I go through the whole process in Quicken to set up the download.  I get the security code from Stifel.  When I enter it in Quicken, I get a response that Quicken can't complete the request at this time, don't contact Stifel, try again later.  I have done this at least 5 times and always get the same result.  A Quicken clientuid is not available in Stifel Wealth Tracker.  I have waited over night to see if the id would be created with nightly processes but still no luck.

Quicken Kristina · Answer

Thank you for your replies,

If you're having trouble setting up a clientuID on Stifel's website, I would recommend reaching out to the financial institution for assistance getting that set up.

Thank you.

Loribenson · Answer

That is the issue.  When I go to the Quicken Registration screen in Stifel, there is no clientUID.  See attached.  A clientuID is not being created.

Screenshot 2023-11-11 122542.png

MHSwizzleStick · Answer

After you get that error, sign on to the Stifel Wealth Tracker website, click on Settings→Account Settings. Click on the Quicken tab. You should see a row below Quicken Registration. At the end of the row should be a button named Activate or Register (or something like that). Click the button. Now go back to Quicken and go through the add Stifel Wealth Tracker again. This time it should be successful.