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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
New London
Private Client Group
276 Newport Road
Suite 104
New London, New Hampshire 03257
Philip Estabrook
Phone:
(603) 526-8130
(603) 526-8130
Toll-free:
(866) 445-9861
(866) 445-9861
Portsmouth
Private Client Group
One New Hampshire Avenue
Suite 112
Portsmouth, New Hampshire 03801
John P Troiano, AIF®
Phone:
(603) 433-1774
(603) 433-1774
Toll-free:
(866) 698-8972
(866) 698-8972
Woodsville, NH
Private Client Group
5 Maple Street
Woodsville, New Hampshire 03785
Michael LeClair
Phone:
(603) 747-9741
(603) 747-9741
Toll-free:
(603) 747-2481
(603) 747-2481