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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.

Stifel Wealth Tracker can help you:

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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
Brevard
Private Client Group
9 Park Place West
Suite 103
Brevard, North Carolina 28712
Milton Tynch
Phone:
(828) 877-5856
(828) 877-5856
Toll-free:
(866) 677-6215
(866) 677-6215
Chapel Hill, NC PCG
Private Client Group
1414 Raleigh Rd.
Suite 208
Chapel Hill, North Carolina 27517
Bob Garrett
Phone:
(984) 364-2000
(984) 364-2000
Charlotte
Private Client Group
6100 Fairview
Suite 700
Charlotte, North Carolina 28210
Kara Kobosko
Phone:
(704) 554-6039
(704) 554-6039
Toll-free:
(866) 906-9829
(866) 906-9829
Fayetteville
Private Client Group
2021 Valleygate Drive
Suite 101
Fayetteville, North Carolina 28304
Bill Eastman CFP®
Phone:
(910) 438-0715
(910) 438-0715
Toll-free:
(866) 639-0255
(866) 639-0255
Greensboro
Private Client Group
629 Green Valley Road
Suite 211
Greensboro, North Carolina 27408
Paul Vidovich, CFP®
Phone:
(336) 478-3700
(336) 478-3700
Toll-free:
(844) 233-8608
(844) 233-8608
Greenville
Private Client Group
1330 East Arlington Ave.
Suite #D
Greenville, North Carolina 27858
Charles Bridgers
Phone:
(252) 353-2052
(252) 353-2052
Toll-free:
(888) 632-0029
(888) 632-0029
Hickory
Private Client Group
406 Third Ave NW
Hickory, North Carolina 28601
Paul Vidovich, CFP®
Phone:
(828) 624-7300
(828) 624-7300
Toll-free:
(844) 877-1326
(844) 877-1326
Pinehurst
Private Client Group
7 Village Club Ct.
Suite 100
Pinehurst, North Carolina 28374
Bill Eastman CFP®
Richard Palmer
Phone:
(910) 246-5352
(910) 246-5352
Toll-free:
(866) 431-1089
(866) 431-1089
Raleigh
Private Client Group
3605 Glenwood Ave.
Suite 390
Raleigh, North Carolina 27612
Bob Garrett
Phone:
(919) 645-5900
(919) 645-5900
Toll-free:
(888) 825-6400
(888) 825-6400
Rocky Mount
Private Client Group
2933 Sunset Avenue
Suite A
Rocky Mount, North Carolina 27804
Barden Winstead, Jr.
Russell Proctor
Phone:
(252) 443-2724
(252) 443-2724
Toll-free:
(877) 643-8221
(877) 643-8221
Southport
Private Client Group
5211 Eason Street
Southport, North Carolina 28461
Albert Elrod
Phone:
(910) 454-1500
(910) 454-1500
Toll-free:
(877) 816-1236
(877) 816-1236
Wilmington
Private Client Group
2005 Eastwood Road
Suite 102
Wilmington, North Carolina 28403
Albert Elrod
Phone:
(910) 679-2130
(910) 679-2130
Toll-free:
(877) 816-1229
(877) 816-1229
Winston Salem
Private Client Group
1 W 4th Street
Suite 610
Winston Salem, North Carolina 27101
Kevin Lyall
Phone:
(743) 999-7226
(743) 999-7226
Toll-free:
(800) 805-2084
(800) 805-2084