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Stifel Wealth Tracker

For Stifel Access, click here
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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.



Sign Up for Wealth Tracker

Stifel Wealth Tracker can help you:

  • 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
  • Watch Video to Learn More
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.

Stifel Access Log In

Home > Find a Stifel Advisor > My Search Results

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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 Locations Map

Find More Stifel Offices:

Stifel Bank & Trust

Investment Banking

Public Finance

Stifel Europe

Branch Location
Anderson
Private Client Group
800 Main Street
Suite 400
Anderson, Indiana 46016
Steve Warner
Phone:
(765) 649-2339
(765) 649-2339
Toll-free:
(888) 767-7581
(888) 767-7581
Crown Point
Private Client Group
10550 Broadway
Crown Point, Indiana 46307
Mark Lazart
Craig Slosson
Phone:
(219) 756-0100
(219) 756-0100
Toll-free:
(800) 785-0470
(800) 785-0470
Elkhart
Private Client Group
200 NIBCO Parkway
Suite 300
Elkhart, Indiana 46516
Brian Z Borger, CIMA
Phone:
(574) 293-2202
(574) 293-2202
Toll-free:
(855) 275-9141
(855) 275-9141
Evansville
Private Client Group
3000 E. Morgan Ave.
Suite A
Evansville, Indiana 47711
Malcolm Frost, APMA
Phone:
(812) 475-9353
(812) 475-9353
Toll-free:
(855) 567-8337
(855) 567-8337
Fort Wayne
Private Client Group
7030 Pointe Inverness Way
Suite 310
Fort Wayne, Indiana 46804
Malcolm Frost, APMA
Phone:
(260) 459-3989
(260) 459-3989
Toll-free:
(888) 530-3889
(888) 530-3889
Indianapolis NW
Private Client Group
600 E. 96th Street
Suite 575
Indianapolis, Indiana 46240
Malcolm Frost, APMA
Phone:
(317) 571-4600
(317) 571-4600
Toll-free:
(800) 382-4353
(800) 382-4353
Indianapolis
Private Client Group
8900 Keystone Crossing
Suite 300
Indianapolis, Indiana 46240
Ted Sturges
Malcolm Frost, APMA
Phone:
(317) 706-1420
(317) 706-1420
Toll-free:
(866) 804-7682
(866) 804-7682
Lafayette, IN
Private Client Group
250 Main Street
Suite 530
Lafayette, Indiana 47901
Malcolm Frost, APMA
Phone:
(765) 423-5621
(765) 423-5621
Toll-free:
(800) 382-7689
(800) 382-7689
Muncie, IN
Private Client Group
3591 N. Briarwood Lane
Muncie, Indiana 47304
Malcolm Frost, APMA
Phone:
(765) 284-9791
(765) 284-9791
Toll-free:
(800) 786-6930
(800) 786-6930
South Bend
Private Client Group
130 South Main Street
Suite 110
South Bend, Indiana 46601
Brian Z Borger, CIMA
Phone:
(574) 288-3040
(574) 288-3040
Toll-free:
(866) 718-0809
(866) 718-0809
Zionsville, IN
Private Client Group
1620 West Oak Street
Suite 101
Zionsville, Indiana 46077
Malcolm Frost, APMA
Phone:
(317) 732-2232
(317) 732-2232
Toll-free:
(800) 977-5230
(800) 977-5230
Stifel | Investment Services Since 1890

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients.

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COPYRIGHT © 2022 STIFEL FINANCIAL CORP.
ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.