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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

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Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

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Organize Your
Financial Life

Individuals & Families

As your trusted advisor, we’ll bring clarity to your financial goals and deliver sound advice to help you navigate uncertain times.

Institutions & Corporations

From raising capital to structuring mergers and acquisitions, and beyond, Stifel helps companies, organizations, and municipalities navigate complex financial issues.

What forces are influencing today's market?

Hear from our economists, analysts, and thought leaders on investing, wealth management, and more.

Join Our Firm

As a Financial Advisor you know what’s best for your clients – and here, as a Stifel advisor, you’re empowered to deliver it. Learn more about the Stifel Experience for you, and your clients.