Last Verified: April 14, 2026
Confidence Level: High
Confidence Level: High
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
- define what they are allowed to see and do, such as viewing balances or initiating payments
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
Actions dropdown box and click the Add User link.Enter the user’s details:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| User ID | Required |
| Email Address | Required |
| Phone Number | Required |
| Enable Date | Optional |
| Encrypted Report Password | Optional |
| Enable SMS Messages | Optional |
| Terms and Conditions | Optional |
| Message Enabled Cell Phone Number | Optional |
| Fax Number | Optional |
| Business Unit | Optional |
| Street Address | Optional |
| City, State, Zip Code | Optional |
| Country | Optional |
| Time Zone | Optional |
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
3. Assign account access
3. Assign account access
Click on the user in the Users list. Click on the
green briefcases next to certain Services, select the appropriate choice to entitle accounts for each service, and click Save.This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions (critical)
4. Configure permissions (critical)
| Setting | Recommended |
|---|---|
| Access level | Account Information/ACH Reporting |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
| Daily limits | Set as appropriate |
The above example corresponds to
read only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments, approvals, and limits correspondingly.5. Finalize
5. Finalize
Review the setup and click
Save to complete.Important notes
Use one user per account if separate connections are required.