Stifel Brokerage Account will not sync

Question

Stifel changes web platforms and now switched to Wealth tracker.   Due to this, I had to deactivate the online accounts and reconnect.    I can not connect.   I get a cc-501 error.  It says it is not the banks error, it is quickens.    Is there a way I can fix this.

dieters11 · Answer

Thanks I tried all your suggestions already.   I will contact Quicken

Frankx · Answer

Hi @dieters11

You could try exiting Quicken > restarting and then retry the connection.  However, given that Stifel made these recent changes, it may be necessary to contact Quicken Support to fix the connection issue (and they are closed today).

Here's a LINK to more information about that error code.

Let us know if you have any followups or additional information.

Frankx