Stifel Investments

Manabikc
Manabikc Member ✭✭
edited September 2021 in Report Missing Financial Institution or Biller
Would love to see Stifel added for investments. 


A bulk of my investments is through them. Would be great if you could add them….

Thanks,

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  • RusG
    RusG Member
    I totally agree. Hate seeing inaccurate Net Worth and missing investments in Simplifi.
  • Tipeknu
    Tipeknu Member ✭✭
    Stifel cWealth Tracker is a major part of my investment world, and it sure would be nice to have access via Simplifi/  They're a major player with $117 BILLION in assets.  Please add them!  
  • Manabikc
    Manabikc Member ✭✭
    edited May 2022
    Agreed Tipeknu. I cancelled simplify due to hearing nothing since I submitted and now a price increase. Went back to [removed]. 
  • Manabikc
    Manabikc Member ✭✭

    Any word on getting Stifel Investments added?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello @Manabikc,

    Thanks for reaching out!

    There is no further update to provide on this request as of yet. Once an update does become available, we'll be sure to update this post accordingly so please be sure to keep an eye on this post.

    -Coach Natalie

    -Coach Natalie

  • bw808
    bw808 Member

    Looks like it only reflects cash balances in Stifel accounts. It would be great if Simplifi reflected total account value

  • djs7
    djs7 Member

    Any update on Stifel working with Simplfi? My renewal is coming up and if not fixed will probably cancel. No value in this app if i cannot include Stifel

  • Blink
    Blink Member

    Trying Quicken Simplifi after using Quicken Classic for around 30 years. Lots of work to get Simplifi going.

    i am very surprised that Stifel Wealth management only shows cash and has been an issue not fixed for a long time. Will Sifel Wealth issue with Simplifi ever be fixed?

  • Sarose
    Sarose Member ✭

    You have been repeatedly asked about this issue for YEARS. I can't believe it's that difficult of a problem (seems it's just pulling the wrong value from the account), but rather a matter of priority.

    We deserve an answer regarding whether or not this will ever be addressed and when to expect a solution. Otherwise, we will take our business elsewhere.

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