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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
Audubon
Private Client Group
515 South White Horse Pike
3rd Floor
Audubon, New Jersey 08106
Paul MacCrory
Phone:
(856) 672-4823
(856) 672-4823
Toll-free:
(800) 836-2185
(800) 836-2185
Florham Park
Private Client Group
18 Columbia Turnpike
Florham Park, New Jersey 07932
Norman Raymond
Phone:
(973) 549-4000
(973) 549-4000
Toll-free:
(800) 342-2325
(800) 342-2325
Hackensack
Private Client Group
433 Hackensack Avenue
Hackensack, New Jersey 07601
Thomas Thives
Phone:
(201) 881-7950
(201) 881-7950
Toll-free:
(800) 223-8130
(800) 223-8130
Princeton
Private Client Group
902 Carnegie Center
Suite 130
Princeton, New Jersey 08540
Michael O'Keefe, AIF
Phone:
(609) 799-1180
(609) 799-1180
Toll-free:
(800) 617-2965
(800) 617-2965
Ramsey
Private Client Group
107 Spring Street
Suite 100
Ramsey, New Jersey 07446
Thomas Thives
Norman Raymond
Phone:
(201) 669-3030
(201) 669-3030
Toll-free:
(866) 779-2417
(866) 779-2417
Roxbury
Private Client Group
15 Commerce Blvd
Suite 209
Succasunna, New Jersey 07876
Michael Staufenberger
Phone:
(973) 598-8300
(973) 598-8300
Toll-free:
(866) 307-4779
(866) 307-4779
Shrewsbury
Private Client Group
1040 Broad Street
Suite 301
Shrewsbury, New Jersey 07702
William Yaegel
Phone:
(732) 720-2030
(732) 720-2030
Toll-free:
(888) 231-7226
(888) 231-7226