- Jeveasset wealth tracker not working verification#
- Jeveasset wealth tracker not working password#
- Jeveasset wealth tracker not working series#
In the event that you answer the questions incorrectly and are prevented from progressing to the next stage of enrollment, you can either call your Stifel Financial Advisor or Client Services at (866) 697-8433 Monday through Friday from 6 am to 7pm CT or Saturday from 7:30am to 4pm CT and we can assist you with completing this part of the enrollment process. There are times, however that people are not able to accurately answer these questions.
Jeveasset wealth tracker not working verification#
The questions you are being asked are for identity verification purposes and are designed to be easily answered. I answered my verification questions wrong. Once we verify your Stifel accounts and have completed the review you will then be able to view your accounts within the Wealth Tracker profile.Ĭlick Continue for Email and Phone Number verification. This step will enable the functionality to securely view your important account documents and use many of the services available to Stifel clients within Wealth Tracker.
Jeveasset wealth tracker not working series#
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.
Jeveasset wealth tracker not working 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.
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