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Stifel Wealth Tracker

For Stifel Access, click here
Wealth Tracker screenshot on mobile device

Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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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:

Watch Video to Learn More

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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Please note:
For security purposes, Stifel clients should not include the following in any e-mail correspondence with Stifel:
* Account Numbers
* Client Account Access User Names
* Passwords
* Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:
* Purchase or sale orders
* Instructions for the transfer or disbursement of funds
* Changes of address

Branches by State

Branch Location
Cherry Creek
Private Client Group
201 Columbine Street
Suite 250
Denver, Colorado 80206
Natalie Mahler
Phone:
(720) 409-5337
(720) 409-5337
Toll-free:
(866) 457-2476
(866) 457-2476
Colorado Springs
Private Client Group
102 South Tejon Street
Suite 700
Colorado Springs, Colorado 80903
Natalie Mahler
Phone:
(719) 442-2646
(719) 442-2646
Toll-free:
(877) 816-4775
(877) 816-4775
Denver
Private Client Group
4643 South Ulster
Suite 1220
Denver, Colorado 80237
Allen Stevens
Phone:
(303) 534-1180
(303) 534-1180
Toll-free:
(800) 995-6605
(800) 995-6605
Glenwood Springs
Private Client Group
2520 S. Grand Ave.
Suite 210
Glenwood Springs, Colorado 81601
Rodney Naylor, AIF®
Phone:
(970) 945-5275
(970) 945-5275
Toll-free:
(866) 503-6632
(866) 503-6632
Greeley
Private Client Group
2015 Clubhouse Dr.
Suite 202
Greeley, Colorado 80634
Donald Yohon
Phone:
(970) 350-7200
(970) 350-7200
Toll-free:
(855) 275-9135
(855) 275-9135
Greenwood Village
Private Client Group
6312 South Fiddlers Green Circle
Suite 520E
Greenwood Village, Colorado 80111
Andrew Torgerson
Phone:
(720) 963-7900
(720) 963-7900
Toll-free:
(800) 640-4264
(800) 640-4264
Pueblo
Private Client Group
119 W 5th St
Pueblo, Colorado 81003
Mark Kennedy
Phone:
(719) 546-0470
(719) 546-0470
Toll-free:
(800) 410-2553
(800) 410-2553