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YOU TUBE WEALTH TRACKER VERIFICATION
YOU TUBE WEALTH TRACKER PASSWORD

YOU TUBE WEALTH TRACKER VERIFICATION

Verification InformationĪfter successfully entering your Stifel account information, you will now be asked a series of questions to help us verify your identity. It is simply used for enrollment and account verification purposes. NOTE: Your Social Security number is not displayed anywhere in Wealth Tracker. Wealth Tracker will incorporate several functions that securely allow you to view certain document types, move money between both your Stifel accounts and an outside institution you designate, view many of your important account documents and more! The “client-centric” approach of tying the accounts you own, or are associated with, by your social security number allows us to deliver these important services to you in a safe and secure manner. We use your social security number to identify any account you either own or are associated with. Why do I have to enter my social security number? Press Continue to proceed to verifying your Stifel account.

Your Stifel Account Number (this should be an account that you are associated with as an owner i.e.

In order to verify your Stifel account you will be asked to provide three key pieces of information: Your Stifel Account InformationĪfter the initial information required for enrollment in Wealth Tracker, Stifel clients will complete steps to verify both their Stifel account information as well as their identity. Click Continue to enter your new account information.

Your phone number will not be used for any other purpose. Stifel Wealth Tracker requires every new account to provide a phone number for Multi-Factor Authentication.

Why you do need my phone number for enrollment? Should not contain the following characters:, ! % * / ‘.Username should be between 8 and 16 characters.

YOU TUBE WEALTH TRACKER PASSWORD

Important points about your username and password include: You will then enter your email address, mobile phone number, name, username and password. You will initially be asked to check a box indicating whether or not you have a Stifel account. Click Sign Up in the upper right hand corner to begin the enrollment process.