Stifel Account Balance Issue Update? (edited)

LucasJohnson

Hello, has there been any update or movement on the Stifel account balance issue? I have the majority of my investments with Stifel and the value of using Quicken to track wealth significantly reduces if the majority of our assets can't be captured correctly.

PLEASE HELP on this topic! :) and let us know if this is being worked on or if we should look into other tracking apps.

Coach Jon

Hello @LucasJohnson,

Thanks for reaching out! We appreciate your patience while we work on a resolution to this issue. We have no update at this time, but we will be sure to update the community alert for this known issue when we do have more information.

https://community.simplifimoney.com/discussion/10207/ongoing-9-13-24-balance-mismatch-with-stifel-wealth-tracker

-Coach Jon