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.

The Document Center lets you track all your important financial documents in one place for easy access and management. Within the Wealth Tracker Document Center, you can:

• Access all your Recent documents, Statements, Confirms, Tax Forms, and Other Notices.
• Share secure and confidential documents with your Financial Advisor team, using the Document Sharing portal.
• Update your document Delivery Preferences for all or some documents to eDelivery or paper delivery.

For more information, view our Document Center Guide.

To view your RMD details in Wealth Tracker:

1. Navigate to the Document Center, then select Statements from the top navigation.

Note: Wealth Tracker provides access to statements dating back to 2009.

2. Locate a Monthly Statement for your IRA Stifel Account

Tip: Use the Filter button to select "Monthly Statements" to narrow down your view to only the relevant statement type.

3. Click View or Download to open the statement.

4. On the Monthly Statement, locate the Retirement Account Information. This section contains your Required Minimum Distribution (RMD) details.

RMD calculations will not include inherited IRAs.

On the same Monthly Statement as your RMD, look for the Retirement Account Information section. In the top right corner, you'll see Primary Beneficiaries listed.

If you have any questions or need assistance, contact your Financial Advisor.

Yes. When you open multiple statements in Wealth Tracker, each will launch in a separate browser tab, allowing easy comparison.