Stifel Wealth Tracker Overview

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What is Stifel Wealth Tracker?

Stifel Wealth Tracker is an application designed to help you organize your financial life and get a true picture of your net worth. Use Stifel Wealth Tracker to securely view all of your financial information – your investment and retirement accounts, checking and savings accounts, mortgage, student loans and other loans, credit cards, and more – in one place. This innovative application connects with more than 14,000 leading financial institutions to provide you with an aggregated view of your accounts.

Stifel Wealth Tracker will track your net worth and monitor your progress toward your goals. Additionally, Stifel Wealth Tracker gives you access to research reports from Stifel’s nationally recognized stock analysts to help you make informed investing decisions. Best of all, personal service is only a click away – whenever you have questions or need assistance, Stifel Wealth Tracker can connect you to a financial advisor in your area.

While Stifel Wealth Tracker is designed for everyone, Stifel clients get the benefit of these additional features:

  • View your realized and unrealized investment gains and losses
  • Access your statements, trade confirmations, and tax forms
  • Share your accounts with trusted individuals or professionals
  • Transfer Funds between eligible accounts

Who can I contact for additional information about Stifel Wealth Tracker?

Should you have any questions or need additional information about Stifel Wealth Tracker, please call Stifel Wealth Tracker Support Monday through Friday from 6 a.m. to 7 p.m. CT or Saturday from 7:30 a.m. to 4 p.m. CT at (866) 697-8433 or e-mail

How do I get Stifel Wealth Tracker?

Stifel Wealth Tracker is available for free download from the App Store for iPhone® and iPad® devices and from the Google PlayTM Store for AndroidTM phones and tablets. A desktop version is available at

Apple, iPhone, and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Android and Google Play are trademarks of Google Inc.

System Requirements

What are the system requirements for Stifel Wealth Tracker?

We recommend the following when using Stifel Wealth Tracker:

  • iOS – Version 11.0 or later
  • Android – Version 7.0 or later
  • Windows – Windows 7 or later
  • Mac OS – Version 10.10 or later
  • Browsers – Microsoft Edge, Firefox (latest), Google Chrome (latest), Safari (latest)


What information is required for enrollment?

Stifel Wealth Tracker requires a first name, e-mail address, mobile phone number, login ID, and password. Stifel clients will need additional information, including one of their account numbers.

View the Enrollment Guide

What if I don’t remember my password?

If you have already enrolled and are unsure of your password, visit page and click Forgot Your Password.


During the enrollment process, 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.

While you are not required to register your device, doing so provides an extra layer of security for your account information. Additionally, by registering your device you will not need to have a secure access code e-mailed or texted to you every time you log in. We do not recommend registering on devices meant for public use.

Can I register more than one device?

Yes. You can register multiple devices.

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

To unlock your account, contact Stifel Wealth Tracker Support Monday through Friday from 6 a.m. to 7 p.m. CT or Saturday from 7:30 a.m. to 4 p.m. CT at (866) 697-8433. Once unlocked, you will need to enter your login ID into Stifel Wealth Tracker and proceed through the Forgot Your Password process.

If I no longer want to use the Stifel Wealth Tracker application, can I delete my account?

You can request to delete your Stifel Wealth Tracker account at any time. We will securely delete your account information from our systems.

To delete a Stifel Wealth Tracker account for Clients please call the DCES Team at (866) 697-8433.