Last updated on December 7, 2023
Stifel Wealth Tracker (“we,” “our,” or “us”) is committed to the protection of your privacy.
What Personal Information Do We Collect?
In connection with your access and use of the Services, we may collect information that identifies or can be used to identify an individual person (“Personal Information”). Such Personal Information may include your name, e-mail or mailing address, phone number, account numbers, account login credentials, and other similar identifiers. Except as set forth in this Privacy Statement, we do not share your Personal Information with anyone.
User Account Information. When you register to use Wealth Tracker or otherwise make use of the Services, you will be asked to open a user account and to provide certain information that includes:
If you elect to use Wealth Tracker to aggregate your banking and other accounts maintained at third-party financial institutions, you will be asked to provide information that includes:
Cookies, Applets, Website Use, and Data Logs. When you visit Wealth Tracker or use the Services, even if you have not opened a user account, we (or a third party retained by us to support us in providing our Services) may place on your mobile device and/or computer an applet, such as a cookie, pixel tag, or web beacon that will allow our system to recognize you when you next visit Wealth Tracker or use the Services. These applets help to optimize, secure, and simplify your experience with us. These applets may collect and use information about your use of our Services, including your IP address and information about your operating system, internet browser, time spent on any of our Services, and which of our pages you visited (“Activity Data”). We use Activity Data to personalize your experience, ensure that our Services function properly, and for security purposes, as well as to improve our Services. We also gather statistical information about usage of our Services in order to improve their design and functionality, to assist us with resolving technical support questions, to track advertising performance, and to collect aggregate data on web page viewing and mobile app usage. Cookies also may be connected to third-party companies or third-party websites. The privacy practices of the companies placing such cookies are governed by the privacy policies of such third-party companies or third-party websites.
Your browser may have settings that will block the installation of cookies and other similar applets. You can also delete cookies that have already been placed on your computer. Consult the “Help” function of your browser to explore your options. If your browser is set in this manner, certain functions or features of our Services may not be available to you.
Photos of Financial Documents. We might collect images of financial documents — including checks and account statements — that you provide us by scanning with the camera on your device, or uploading, or using another method.
How Do We Use Your Personal Information?
We use your Personal Information to:
With Whom Do We Share or Disclose Your Personal Information and Data?
Except as set forth in this Privacy Statement, we do not share your Personal Information and Data with anyone.
We may share your Personal Information and Data:
Security of Personal Information
Beyond this Privacy Statement, we provide additional security measures, including the use of administrative and technical safety measures that are intended to protect your Personal Information. To further protect your information, we utilize a number of controls and safeguards, including the use of multi-factor authentication upon initial enrollment into Wealth Manager and subsequent logins from unrecognized devices. Additional verification factors also work behind the scenes to provide a seamless and secure experience.
You will have a unique set of Credentials, selected by you, and which will be encrypted while transmitted to or from our servers. As a final safeguard, you will be notified when changes are made to your account security settings.
How Can You Review and Update Your Personal Information?
You can view and update your Personal Information by using the tools provided within Wealth Tracker. The usefulness of Wealth Tracker or the Services to you is dependent on your provision of accurate and up-to-date information about yourself, including your investment goals as they may change from time to time.
How Long Do We Retain Your Personal Information?
Unless you request otherwise, we will retain the Personal Information we collect from you indefinitely or as long as we deem necessary.
Stifel Wealth Tracker, as a registered investment adviser, must comply with certain legal and regulatory requirements pertaining to record retention. As such, even if you close your user account, we may be required to retain all or part of your Personal Information in order to comply with applicable laws and regulations.
However, once your account is closed, any accounts at third-party financial institutions that you previously linked will be de-linked, and Wealth Tracker will no longer be able to access them or receive any data from those institutions about those accounts.
Stifel Wealth Tracker’s Statement Regarding “Do Not Track” Signals
Most browsers can be set to send signals to third-party websites requesting them not to track the user’s activities. At this time, we do not respond to “do not track” signals. Consequently, Stifel Wealth Tracker, its third-party service providers, and other third-party websites and online services may indeed track and collect Personal Information about your online activities over time while navigating to, from, and on Wealth Tracker or the Services and across those third-party websites and online services, notwithstanding any “do not track” signals we may receive.
Protecting Children’s Privacy Online
Stifel Wealth Tracker is not directed to individuals under the age of thirteen (13), and those children should not provide Personal Information through the Services. We do not knowingly collect information from children under 13 without parental consent.
Modifications to Our Privacy Statement
We may change our privacy practices from time to time as the need arises. When we do, we will revise this Privacy Statement and we will post the revised document on our website at www.stifel.com/tracker/privacy.
Privacy Questions, Comments, or Feedback?
Please contact us.
Stifel Wealth Tracker
501 North Broadway
St. Louis, Missouri 63102