Balance Issues with Stifel Wealth Tracker

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jtribble
jtribble Member ✭
edited May 2 in Adding and Updating Accounts

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

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  • Coach Jon
    Coach Jon Moderator admin
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    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
    jtribble Member ✭
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    Yes, I am still experiencing the issue. My balances are not reflecting my investments, only the cash account values.

  • Coach Jon
    Coach Jon Moderator admin
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    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

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