Linked Accounts Help

Do you have an immediate problem or feedback about Linked Accounts? Please email us at wealthtracker@stifel.com for more help.

Linked Accounts Overview

With Stifel Wealth Tracker, you can connect and sync your financial data from more than 15,000 external financial institutions. Together with your Stifel Accounts and your Manual Accounts, Linked Accounts give you a complete, always up-to-date view of your finances.

Types of Accounts

Stifel Accounts
Linked Accounts (you are here)
Manual Accounts

Manage Your Linked Accounts

Linked Accounts are managed using the Manage Accounts page, which you can access from the Menu on the Home Page. On the Manage Accounts page, scroll down to the Link Institutional Accounts section, where you can connect and view your Linked Accounts.

Use the Connect button to start linking a new account. During the linking process, you will be asked to:

Select the financial institution you would like to link
Enter your credentials for the institution
(if required) Enter answers to additional security questions

How does Stifel Wealth Tracker protect my login information for other institutions?

Stifel Wealth Tracker never sees your username or password for other financial institutions.

To ensure the privacy and security of your data, your external accounts are securely linked by Plaid, an industry-leading account aggregation service. Check out Plaid's Privacy Policy to learn more.

Once the linking process is complete, Stifel Wealth Tracker will begin syncing the external account's holdings and transactions. At this point, you can click Done to leave the Manage Accounts page. You will be notified when the sync is complete.

The linked account will now appear on the Manage Linked Accounts Page, in the Accounts View on the Home Page, and it will always be available in the Account Selection Dropdown.

See also: How often is my data updated?

Tip: Add your new account to an Account Group! Check out Creating Account Groups to learn how.

Remove a Linked Account

You can remove a linked account at any time from by using the Menu to go to the Manage Accounts page. Click the View Linked Accounts button, then click on the delete button underneath the account you want to remove.

If you delete a linked account, all present and historical data for that account will be permanently deleted.

Need More Help?

Do you have a question or issue that is not covered here? Check out the related pages below, or please email us at wealthtracker@stifel.com for more help.
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