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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
Bel Air
Private Client Group
115 North Main Street
Suite A
Bel Air, Maryland 21014
John Lomax
Phone:
(410) 809-6700
(410) 809-6700
Toll-free:
(866) 578-1783
(866) 578-1783
Cumberland
Private Client Group
130 Greene Street
Cumberland, Maryland 21502
Michael O'Keefe, AIF
Phone:
(240) 362-7175
(240) 362-7175
Toll-free:
(866) 457-1709
(866) 457-1709
Frederick
Private Client Group
50 Citizen's Way
Suite 200
Frederick, Maryland 21701
Steve Mitchell
Phone:
(240) 415-7121
(240) 415-7121
Toll-free:
(877) 816-4776
(877) 816-4776
Hunt Valley
Private Client Group
303 International Circle
Suite 590
Hunt Valley, Maryland 21030
Steve Mitchell
Phone:
(410) 527-1138
(410) 527-1138
Toll-free:
(866) 779-2720
(866) 779-2720