Stifel Wealth Tracker and cc-501 error adding account

comet1972
comet1972 Quicken Windows Subscription Member
edited January 22 in Download, Add/Update Accounts (Windows)

I tried to add an investment account with Stifel Wealth Tracker and kept getting a CC-501 error. The error message said do not contact the financial company as Quicken support needed to solve. After several weeks of trying, I contacted Quicken Support. I also contacted Stifel. Stifel provided me with special instructions to connect my account. My error was picking Stifel Wealth Tracker from the list in Quicken. I needed to pick Stifel-DC, enter my Wealth Tracker credentials and follow the special instructions that will come up in Quicken. The instructions provide information on what to do in your Stifel account to validate the attempt by Quicken to add Stifel as a connection. My suggestion to Quicken is to remove Stifel Wealth Tracker from the list of financial institutions.

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @comet1972,

    Thank you for sharing your experience!

    Happy to hear you were able to get this resolved! This information may be helpful to others experiencing the same or similar issues in the future.

    If you need more help, don't hesitate to reach back out!

    Thanks again!

    Quicken Alyssa

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