Unable to link to Stifel
HER
Member
Hi, I am a new Simplifi user and have been unable to add my Stifel investment account since I started using Simplifi a couple of weeks ago. I get the same message every time, below. Is this the correct URL?
I noticed there were other users have issues with Quicken showing already linked Stifel account balances correctly, so it may be related. tia.
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Comments
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Hello @HER,
Thanks for reaching out! I am not seeing any errors that you are receiving from our side for this bank. I would try using a different instance available in Quicken Simplifi to see if that works for you.
We do have a known issue available to follow for status updates on the Stifel Wealth Tracker balance issue you mentioned as well:
I hope this helps!
-Coach Jon
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