申博菲律宾app财富追踪概述

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什么是申博菲律宾app财富追踪器?

斯蒂尔财富追踪公司 is an application designed to help you organize your financial life and get a true picture of your net worth. Use 斯蒂尔财富追踪公司 to securely view all of your financial information – your investment and retirement accounts, 支票及储蓄帐户, 抵押贷款, 学生贷款和其他贷款, 信用卡, 还有更多——在一个地方. 这个创新的应用程序连接了超过14个,000 leading financial institutions to provide you with an aggregated view of your accounts.

斯蒂尔财富追踪公司 will track your net worth and monitor your progress toward your goals. 另外, 斯蒂尔财富追踪公司 gives you access to research reports from 申博菲律宾app’s nationally recognized stock analysts to help you make informed investing decisions. 最重要的是, personal service is only a click away – whenever you have questions or need assistance, 斯蒂尔财富追踪公司 can connect you to a financial advisor in your area.

而申博菲律宾app财富追踪器是为每个人设计的, 申博菲律宾app客户可以从这些附加功能中获益:

  • 查看已实现和未实现的投资收益和损失
  • 访问您的报表，交易确认和纳税表格
  • 与值得信赖的个人或专业人士分享你的账户
  • 在符合条件的帐户之间转帐


Who can I contact for additional information about 斯蒂尔财富追踪公司?


Should you have any questions or need additional information about 斯蒂尔财富追踪公司, please call 斯蒂尔财富追踪公司 Support Monday through Friday from 6 a.m. 到晚上7点.m. CT或周六早上7:30开始.m. 到下午4点.m. 电话:(866)697-8433或电子邮件 WealthTracker@meritavukatlik.com.


我如何获得申博菲律宾app财富追踪器?


斯蒂尔财富追踪公司 is available for free download from the App Store for iPhone® 和iPad® 设备和Google PlayTM Android应用商店TM 手机和平板电脑. 桌面版可在 www.stifelwealthtracker.com.

苹果、iPhone和iPad是苹果公司的商标.，在美国注册.S. 还有其他国家. App Store是苹果公司的服务商标. Android和Google Play是Google Inc .的商标.



系统需求

申博菲律宾app财富追踪系统的系统要求是什么?


在使用申博菲律宾app财富追踪器时，我们的建议如下:

  • iOS - Version 16.0或更高版本
  • Android - Version 12.0或更高版本
  • Windows - Windows 10或更高版本
  • Mac OS -版本14或更高
  • Browsers – Microsoft Edge, Firefox (latest), Google Chrome (latest), Safari (latest)



Enrollment

斯蒂尔财富追踪公司需要名字, 电子邮件地址, 家庭或手机号码, 用户名, 和密码. 申博菲律宾app clients will need additional information, including one of their account numbers.

注册需要哪些信息?


  • 移动设备或电脑
  • 注册时使用的电子邮件帐户
  • 接收六位数验证码的电话号码
    • 家里的电话通过电话接受代码
    • 手机通过短信或电话接受代码
  • 如果您是客户，请输入帐号

Enroll by downloading the 斯蒂尔财富追踪公司 App from the App StoreTM 或Google PlayTM 商店或 使用网页浏览器.

使用Web浏览器注册

报名步骤:


  1. 点击“注册或立即注册”， 不 登录.
  2. 选择您是否是现有客户端.
    • If you are 不 an existing client, you will be asked if you are located in the USA.
    • If you are 不 a current 申博菲律宾app client and are 不 located in the USA, you will 不 be permitted to enroll in 斯蒂尔财富追踪公司 at this time.
    • If you are a current 申博菲律宾app client 不 located in the USA, view our 国际注册和设置指南.
  3. 选择电话号码类型-移动电话或家庭电话.
  4. 通过指示客户机状态来完成注册字段, 创建用户名和密码, 并提供联系方式.
    • 用户名s must contain 8-16 characters with at least one letter and no spaces 或者特殊字符.
    • 密码s must contain 8-22 characters and require at least one number, one 小写字符和一个大写字符.
    • The 电子邮件地址 and phone number will require validation later in the enrollment 过程.
  5. 填写其他注册字段:
    • 申博菲律宾app账号
    • 出生日期
    • 社会Security号码
  6. You will be asked a series of authentication questions to verify your identity. 选择正确的 回答每个问题并选择 继续. 一旦你成功地回答了 必问问题，请选择 继续 继续.
  7. To confirm that a valid 电子邮件地址, home phone, or mobile phone number has been entered, you will be prompted to verify the information with a secure access code. 选择方法 of delivery, indicate whether you want the secure access code delivered via phone call, text, or e-mail，然后选择Verify.
    • Please Note: 申博菲律宾app’s electronic document delivery feature requires a validated e-mail address. Please choose to verify the 电子邮件地址 if electronic delivery settings will be 首次登录时更改.
  8. 验证成功后，将显示用户协议. 请仔细阅读并选择" I 接受 ，如果你同意并希望继续.

如果我忘了密码怎么办?


如果您已经注册并且不确定您的密码，请访问 www.stifelwealthtracker.com 页面，单击“忘记密码”.

苹果和苹果标志是苹果公司的商标.，在美国注册.S. 还有其他国家. App Store是苹果公司的服务商标. Google Play是Google Inc .的商标.



Security

During the enrollment 过程, why do I need to verify my identity via e-mail or mobile device?


Establishing a trusted contact method during enrollment enables us to send a secure access code to verify both your identity and the devices you use to view the application. This is a one-time temporary access code that will expire after a few minutes.

虽然您不需要注册您的设备, doing so provides an extra layer of security for your account information. 另外, by registering your device you will 不 need to have a secure access code e-mailed or texted to you every time you log in. 我们不建议在公共使用的设备上注册.


我可以注册多个设备吗?


是的. 您可以注册多个设备.


If my login ID is locked out, how can I unlock it and reset my password?


To unlock your account, contact 斯蒂尔财富追踪公司 Support Monday through Friday from 6 a.m. 到晚上7点.m. CT或周六早上7:30开始.m. 到下午4点.m. CT电话:(866)697-8433. 一次解锁, you will need to enter your login ID into 斯蒂尔财富追踪公司 and proceed through the Forgot Your 密码 过程.



PRIVACY

If I no longer want to use the 斯蒂尔财富追踪公司 application, can I delete my account?


You can request to delete your 斯蒂尔财富追踪公司 account at any time. We will securely delete your application account information from our systems.

斯蒂尔财富追踪公司 users who do 不 have 申博菲律宾app accounts associated with their login can delete their application account by selecting Profile from the menu then selecting Delete Profile at the bottom of the page. The 斯蒂尔财富追踪公司 Support Team will be 不ified to remove the profile and any data associated with it.

删除申博菲律宾app客户的斯蒂尔财富追踪公司帐户, please call the 斯蒂尔财富追踪公司 Support Team at (866) 697-8433.


If I no longer want to share my data from externally linked accounts with 斯蒂尔财富追踪公司, stil能帮我删除外部账户数据吗?


You can request to delete data linked to external accounts at any time. We will securely delete the external account data linked to your 斯蒂尔财富追踪公司 account from our systems.

To request that external account data be deleted from your 斯蒂尔财富追踪公司 account, please call the 斯蒂尔财富追踪公司 Support Team at (866) 697-8433.


我可以删除我的申博菲律宾app财富追踪数据吗?


是的，但有一定的限制. 斯蒂尔财富追踪公司 is an application that allows you to view your financial information, 汇总外部申慱sunbet手机版数据, 并与Quicken和Mint共享财务数据. 如果你是申博菲律宾app的客户, 然而, 我们可能无法处理您的删除请求, such as in instances in which we are required to retain your information to comply with a legal obligation. 即使申博菲律宾app财富追踪器删除了你的数据, we may retain information about you for security and compliance purposes, 根据适用法律的要求.

If you are a 斯蒂尔财富追踪公司 user who does 不 have 申博菲律宾app account(s) linked, 您可以通过应用程序菜单要求删除:

  • Menu > Profile
  • 在页面底部选择Delete Profile.
  • The 斯蒂尔财富追踪公司 Support Team will be 不ified to remove the profile and any data associated with it.

删除客户的申博菲律宾app财富追踪账户数据, please call the 斯蒂尔财富追踪公司 Support Team at (866) 697-8433.

斯蒂尔财富追踪公司的私隐声明可浏览: http://1nmg.meritavukatlik.com/tracker/privacy.