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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
Bend
Private Client Group
2731 NW Potts Court
Bend, Oregon 97703
Mark McClure, AIF®
Andy Campbell
Phone:
(541) 639-8340
(541) 639-8340
Toll-free:
(800) 203-5320
(800) 203-5320
Eugene
Private Client Group
497 Oakway Road
Suite 280
Eugene, Oregon 97401
Jim McCulley
Phone:
(541) 345-6003
(541) 345-6003
Toll-free:
(866) 894-2469
(866) 894-2469
Medford
Private Client Group
2770 Biddle Road
Medford, Oregon 97504
Jim McCulley
Phone:
(541) 770-7350
(541) 770-7350
Toll-free:
(866) 849-8140
(866) 849-8140
Portland
Private Client Group
121 SW Morrison
Suite1800
Portland, Oregon 97204
Jim McCulley
Phone:
(503) 499-6260
(503) 499-6260
Toll-free:
(800) 827-6247
(800) 827-6247
Salem
Private Client Group
1174 Cornucopia St. NW
Suite 230
Salem, Oregon 97304
Andrew Jones, AAMS
Phone:
(503) 315-4993
(503) 315-4993
Toll-free:
(866) 950-5519
(866) 950-5519