Stifel

Mike J H
Mike J H Quicken Mac Subscription Member
edited November 13 in Download, Add/Update Accounts (Mac)

Today, my Quicken Mac changed Stifel - WT to Stifel - DC, which caused all of my links to be incorrect. Has this happened to anyone else? Any advice?

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Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Mike J H,

    Thank you for sharing your experience.

    I can see why this would be confusing, as I am unsure how Quicken could have made this change on its own without your intervention.

    Were you able to get your account connections straightened out, or are you needing assistance? From my end, it appears you are connected to Stifel Wealth Tracker, and there don't seem to be any obvious issues.

    If you do need assistance, I am happy to help. I will need some more information.

    • What makes you think you were switched from Stifel - WT to Stifel - DC?
    • Are you receiving any error messages on your end?

    Additionally, screenshots of what you are seeing could be helpful. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Looking forward to your response.

    Quicken Alyssa

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