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Level 1
March 6, 2025
Question

why is auto-import from Stifel not available?

  • March 6, 2025
  • 2 replies
  • 18 views
why is auto-import from Stifel not available?

    2 replies

    Level 15
    March 6, 2025

    If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

     

     

    See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    CatinaT1
    Level 15
    March 6, 2025
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