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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
Bismarck
Private Client Group
1400 W Century Ave
Bismarck, North Dakota 58503
John Westbee, AIF
Phone:
(701) 255-4225
(701) 255-4225
Toll-free:
(800) 444-0579
(800) 444-0579
Dickinson
Private Client Group
25 1st Ave. West
Suite 110
Dickinson, North Dakota 58601
John Westbee, AIF
Phone:
(701) 225-9101
(701) 225-9101
Toll-free:
(800) 365-9964
(800) 365-9964
Grand Forks
Private Client Group
3751 South Columbia Road Building A
PO Box 14376
Grand Forks, North Dakota 58201
William Haug
Phone:
(701) 746-1365
(701) 746-1365
Toll-free:
(800) 437-5389
(800) 437-5389
Jamestown
Private Client Group
723 1st Avenue South
Jamestown, North Dakota 58401
John Westbee, AIF
Phone:
(701) 251-1152
(701) 251-1152
Toll-free:
(800) 349-1152
(800) 349-1152
Williston
Private Client Group
322 Main St.
P.O. Box 848
Williston, North Dakota 58801
John Westbee, AIF
Phone:
(701) 572-4527
(701) 572-4527
Toll-free:
(800) 209-4527
(800) 209-4527