[ONGOING] 9/13/24: Balance Mismatch with Stifel Wealth Tracker

Coach Natalie

We are currently seeing an issue with Investment Accounts with Stifel Wealth Tracker downloading an incorrect balance in Quicken Simplifi. It appears that the accounts may be downloading the cash balance instead of the investing balance, which is resulting in a $0 balance in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!

CTP-10957 // CTP-11202

Coach Natalie

ONGOING 09/27/24

This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.

We appreciate everyone's patience!