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Stifel Wealth Tracker

cjim

Anyone else having issues connecting to Stifel Wealth Tracker. I have not been able to connect for 2 days now. Getting OL-332-A error stating incorrect password but I am certain I have the correct password and can confirm by manual login via browser to Stifel Wealth Tracker.

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Comments

Quicken Jasmine

Hello @cjim,

An OL-332 occurs when an incorrect customer ID or password is entered in Quicken. You mentioned attempting some troubleshooting steps, however, I suggest following this link to access a FAQ that provides more information and troubleshooting steps. It is recommended to save a backup before proceeding (just in case).

I hope this helps!

cjim

Hi Quicken Jasmine,

Thanks for the quick response. I think the actual link is missing from your post. Can you please resend.

Quicken Jasmine

Hello @cjim,

I apologize for the confusion. You should be able to click the hyperlink in my previous response now.

Thanks!

cjim

Hi Quicken Jasmine,

I think the problem is more involved than what the error states. I have confirmed that I am not locked out of my account and that the password was correct. I then changed the password and confirmed that the new one works. I am able to login via the web interface but not Quicken. And an attempt to RESET the account in Quicken also fails (see attached for error). I think there is an issue connecting to Stifel via Quicken. Thoughts?

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Kathy111

Yes, I'm having the same problem. It started today. I did all of the same: logged into the Stifel account, changed password, checked to make sure Password was correct in Quicken, still doesn't connect. I am able to log into Stifel's website and my account on their site, but can't access through Quicken.

MHSwizzleStick

This happened to me yesterday. I tried it just now and it was successful (without changing my password). (This problem does seem to happen from time to time)

mshiggins

What is your Connection Method with Stifel? Express Web Connect or Express Web Connect+ (see the Online Services tab of the Edit Account Details dialog for the account).

Do you Sync to the Cloud? (Preferences > Mobile & Web) If so, have you tried downloading with Sync OFF?

While this may not be involved in your current problem, you should know that a successful manual logon to the financial institution web site is not a reliable way to verify that Quicken has the correct password.

If it were me, I would:

- Deactivate every Stifel account in your Quicken file (including hidden accounts, if any)
- While the account(s) are deactivated, remove (blank out) the financial institution name, routing number, account number and Customer ID (Display tab in the Edit Account dialog)
- then use the Add Account process to "re-activate" the accounts for downloading - making sure each Stifel account Quicken "finds" is matched to the correct Quicken account (or you've selected "Don't add to Quicken", for unwanted accounts).

If that didn't help I would follow the instructions in the last sentence in the OL-332 FAQ, namely:
"If you are still receiving the error, and you believe that the Customer ID and password are correct, please contact the financial institution for further assistance."

-JP