Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
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Overview
Stifel Bank and Trust allows you to grant access to your accounts by creating a User. This is done through Stifel Bank Treasury Central, where you can add a new user with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | Stifel Bank and Trust term |
|---|---|
| Delegated user | User |
| Admin | Company Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Select the
In the Set Password section, enter a Temporary Password (must be at least 8 alphanumeric characters with 1 uppercase, 1 lowercase, 1 number, and 1 special character).Select the
Actions dropdown box and click the Add User link.Enter the required details as prompted by the interface:| Field | Notes |
|---|---|
| User ID | First initial, last name, all caps |
| First Name | |
| Last Name | |
| Enable Date | Defaults to current date |
| Email Address | |
| Encrypted Report Password | |
| Phone Number | Include extension |
| Enable SMS Messages | Check to enable texts |
| Terms and Conditions | Check to assign SMS terms |
| Message Enabled Cell Phone Number | For text notifications |
| Fax Number | |
| Business Unit | |
| Street Address | Defaults to company info |
| City, State, Zip Code | Defaults to company info |
| Country | Defaults to United States |
| Time Zone | |
| Last 4 Digits of SSN | |
| What is Your Date of Birth | mm-dd-yy format |
Save button.3. Configure user services
3. Configure user services
From the Users list, click on the
Actions button to the right of the user’s name and select Services.Check or uncheck the User permissions based on the services they need to access (e.g., Account Information, ACH Reporting).Click Save.4. Assign account access
4. Assign account access
From the Users list, click on the user.Click on the
green briefcases next to certain Services, select the appropriate choice to entitle accounts for each service, and click Save.5. Configure payments
5. Configure payments
From the Users list, click on the
Actions button to the right of the user’s name and select Payments.A list of payment types will show on the left side. Check or uncheck the boxes to give proper access to the user.Click Save.Important notes
Use one user per account if separate connections are required.