Clicking on the Groups button in the top right corner of the page lets you select from already-made Groups to see data pertaining to just the selected accounts. You can also use the account list below the Groups to check or uncheck accounts. This will include or exclude their data from displaying in Stifel Wealth Tracker.

Clicking on the Your Accounts button in the top left corner of the page lets you see a drop down of all of your Stifel accounts, along with any external institutions and manual assets you may have added. Select one account from this list to show a more detailed view of that account in Stifel Wealth Tracker.

For more information, view our Account Grouping Guide.

To share accounts with trusted individuals, navigate to Settings then Account Settings. Select the Sharing tab, and follow the on-screen instructions to share your account(s).

For more information, view our How to Share Accounts Guide.

To make document delivery changes, log in to Wealth Tracker, select Document Center from the main menu, then select Delivery Preferences from the top navigation.

Options for Delivery include all paper documents, all e-mailed documents, and custom by category or account.

For more information, view our Delivery Preference Guide.