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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

Download Stifel Wealth 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
Boston
Private Client Group
20 Custom House Street
9th Floor
Boston, Massachusetts 02110
Derek Gage
Phone:
(617) 235-7800
(617) 235-7800
Toll-free:
(866) 432-9171
(866) 432-9171
Boston, MA
Private Client Group
125 High Street
29th Floor
Boston, Massachusetts 02110
Carol Ball
Phone:
(617) 488-4480
(617) 488-4480
Toll-free:
(844) 735-9469
(844) 735-9469
Harwich
Private Client Group
105 Route 137
Suite A
Harwich, Massachusetts 02645
Derek Gage
Phone:
(508) 432-2079
(508) 432-2079
Toll-free:
(866) 779-2412
(866) 779-2412
Hyannis
Private Client Group
248 Stevens Street
Hyannis, Massachusetts 02601
Derek Gage
Phone:
(508) 420-7000
(508) 420-7000
Toll-free:
(866) 293-1799
(866) 293-1799
Longmeadow
Private Client Group
167 Dwight Road
Suite 301
Longmeadow, Massachusetts 01106
Bill Hadden
Phone:
(413) 565-8100
(413) 565-8100
Toll-free:
(866) 229-0296
(866) 229-0296
Plymouth
Private Client Group
18 Main Street Extension
Suite 303
Plymouth, Massachusetts 02360
Derek Gage
Phone:
(508) 927-7030
(508) 927-7030
Toll-free:
(855) 244-2998
(855) 244-2998