Download Holdings or Activity details to an Excel spreadsheet with the click of a button. Start by selecting the three vertical dots at the top right corner of the page. Select the option labeled Download CSV. Please note, the option to download information to a CSV file is not available on the mobile application.

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 into Stifel Wealth Tracker and select the Settings option from the left-hand side navigation menu. Select Account Settings and from the Delivery section, choose the desired delivery option.

Options for Delivery include: all paper documents, all emailed documents, customize by document, customize by account, and the ability to automatically set document delivery for any future account that might be opened.

For more information, view our eDelivery Set Up Guide.