NEW 6/7/24: Balance Mismatch with Stifel Wealth Tracker

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Coach Natalie
Coach Natalie Administrator, Moderator admin

We are currently seeing an issue with Investment Accounts with Stifel Wealth Tracker downloading an incorrect 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.

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Thank you!

CTP-10170