Balance Issues with Stifel Wealth Tracker

jtribble

Has there been any update on Stifel investment balances showing correctly?

Coach Jon

Hello @jtribble,

Thanks for reaching out! It looks like the original user reporting the issue never followed up so that ticket was closed. Additionally, it looks like your interaction with us previously did not result in an escalation, as further information was requested but never provided. Are you still currently experiencing this issue?

Thanks,

Coach Jon

jtribble

Yes, I am still experiencing the issue. My balances are not reflecting my investments, only the cash account values.

Coach Jon

Hello @jtribble,

Thanks for your reply! Could you please provide a screenshot showing the issue with your balance within Quicken Simplifi? This would help us better understand your situation.

Thanks,

Coach Jon

Rosc

I have this same issue. The accounts are not showing any holdings.

Rosc

screenshot of the issue, cash balance but no holdings or their balances.

IMG_5654.jpeg

IMG_5655.png

Coach Jon

Hello @Rosc,

Thanks for the information! To clarify your situation, has this account in Quicken Simplifi ever had holdings/investment transactions, or has it always been like this?

Thanks,

Coach Jon

Rosc

Hi John,

It’s always been like that since I first added the account. Removing and adding the account again didn’t make a difference. It seems only can manually track holdings in a separate manual account. I wonder why it doesn’t work because Yahoo finance is able to pull in holdings from Stifel.

Thanks

Coach Jon

Hello @Rosc,

Thanks for the reply! We can see about getting this escalated for you. Could you please supply the information below:

• The name of the account, as it appears in Quicken Simplifi.
• The balance for the account in the Accounts List in Quicken Simplifi (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App).
• The balance for the account in the Investments Portfolio in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
• The balance for the account as displayed on the bank's website.
• A screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
• A screenshot of the holdings on the bank's website for a comparison.

In addition, if you could also send logs, this would help us as well. Instructions for sending logs are below:

1. Log into the Quicken Simplifi Web App.
2.  Select Profile from the left-hand navigation bar.
3.  With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4.  Leave all boxes checked, add a brief description of the issue, and then click Send.

Thanks,

Coach Jon

Rosc

Sorry I don’t have time for all that.