![]() or any of its wholly-owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC. References to Stifel herein may apply to parent company Stifel Financial Corp. The information on this website is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The services offered within this site are available exclusively through our U.S. This site is published in the United States for U.S. If you delete a linked account, all present and historical data for that account will be permanently deleted.ĭo you have a question or issue that is not covered here? Check out the related pages below, or please email us at for more help. Click the View Linked Accounts button, then click on the delete button underneath the account you want to remove. You can remove a linked account at any time from by using the Menu to go to the Manage Accounts page. Tip: Add your new account to an Account Group! Check out Creating Account Groups to learn how. 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. You will be notified when the sync is complete. At this point, you can click Done to leave the Manage Accounts page. ![]() Once the linking process is complete, Stifel Wealth Tracker will begin syncing the external account's holdings and transactions. Check out Plaid's Privacy Policy to learn more. To ensure the privacy and security of your data, your external accounts are securely linked by Plaid, an industry-leading account aggregation service. Stifel Wealth Tracker never sees your username or password for other financial institutions. How does Stifel Wealth Tracker protect my login information for other institutions?
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