Stifel Wealth Tracker not Connecting

markberlind

For the past 2 weeks, I get an error message OL-295-A when trying to connect/download transactions from Stifel Wealth tracker. Any idea what's going on?

Quicken Jasmine

Hello @markberlind,

Thanks for reaching out!

An OL-295 error usually appears when your computer cannot establish an internet connection with Quicken. Please note, these errors do not mean the computer has lost internet connection, simply that Quicken cannot establish an internet connection. Also, you may be able to successfully sign in to your bank's website, but still receive the error in Quicken, due to Quicken being unable to establish an internet connection.

I suggest attempting the instructions below to try and resolve this issue. I advise that you save a backup before proceeding (just in case). You can find these instructions and more information in this Support Article.

Update your internet security settings

1. Click the Start button and select the Control Panel.

• Windows 10: The Control Panel is located in the Windows System folder in the Start menu.

• Windows 11: Go to the Start menu and select All apps.

Then, go to Windows Tools and select Control Panel. 

1. Select Network and Internet, then Internet Options. 
2. Go to the Advanced tab.
3. Scroll down to the Security Section.
4. Verify TLS 1.2 is checked.
   • If it is not, check it. 
   • If it is already checked, continue to the If the issue persists section below. 
5. Click Apply then OK.
6. Try your update in Quicken again.

If the issue persists

If updating the Advanced settings does not resolve the error, follow the additional steps below.

If you get this error with some (not all) of your banks

If only one bank is showing this error, it's likely a temporary issue; if this is the case, wait until the next business day and then try to update again.

In the meantime, make sure the settings are correct for accepting cookies.

1. Click the Start button and select the Control Panel.

• Windows 10: The Control Panel is located in the Windows System folder in the Start menu.

• Windows 11: Go to the Start menu and select All apps.

Then, go to Windows Tools and select Control Panel. 

1. Select Network and Internet... 

...then Internet Options.

1. Select the Privacy tab.
2. Click on the Advanced button.
3. If available, check the Override automatic cookie handling option.
4. Confirm that First-party and Third-party Cookies are both set to Accept.
5. Press OK, then Apply and OK again.
6. Close Internet Options and try updating Quicken again.

If the issue is not resolved after following the steps above, you will need to contact your financial institution to resolve this issue. Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with the financial institution may be necessary. 

I hope this helps!

Quicken Jasmine

https://community.quicken.com/discussion/7962894/stifel-wealth-tracker-not-connecting

Just checking in, are you still needing assistance?

Let me know!