Stifel Wealth Tracker Balance Issues still...

Hello @Krondox,

Thanks for reaching out! To better help us understand your specific issue, could you please provide a screenshot showing what is occuring for you?

As for the thread you are trying to access, it has been closed due to being resolved.

Thanks,

Coach Jon

Hello @Krondox,

Thanks for the reply. I apologize, the reason you are receiving that permissions error is because the post is now archived. As for the balance issue, can you clarify what you mean by "non-zero" investment funds? Does this just mean that you have a balance available for this account?

Thanks,

Coach Jon

Hello @Krondox,

Thanks for the response! To help us further, can you please supply the following information? Feel free to DM me!

1. 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).
2. 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).
3. The balance for the account as displayed on the bank's website.
4. 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).
5. A screenshot of the holdings on the bank's website for a comparison.

Additionally, let's have you try using a brand-new connection to see if this resolves the issue. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!

-Coach Jon

Hello @Krondox,

Thanks for the screenshots! The last thing we need from you is for you to send us logs. The instructions to do so can be found 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.

As for the previous escalated issue, yes it was originally resolved. Let us know when you have sent those logs over!

-Coach Jon

Hello @Krondox,

Thanks, we received your logs! It looks like we will still need a screenshot of your holdings as seen on the bank's website for a comparison to what is shown in Quicken Simplifi.

Please let us know when that is sent over!

-Coach Jon

Hello @Krondox,

We can see the Holdings balance from your screenshots but not the holdings list itself. We will need the latter to compare to what is showing in your Quicken Simplifi holdings.

Hope this makes more sense!

-Coach Jon

Hello @Krondox,

Thanks for the reply. Unfortunately, it doesn't look like the screenshot you sent included your holdings. Generally, the bank's website will have a Holdings page for you to view that includes the stocks and their associated shares, values, prices, etc. If you could screenshot that page this would be helpful!

Hopefully this makes sense,

Coach Jon

Hello @Krondox,

We now have an alert for this issue up in the community that you may follow for updates! We will be sure to update the alert as we receive more information on the status of the issue going forward.

Thanks for your patience!

-Coach Jon

Hello @Krondox,

Thanks for the reply. As mentioned in the alert, we have no current ETA to provide on when a resolution can be expected, but will post updates as we receive new information going forward. The issues are similar, yes.

Thanks,

Coach Jon