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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.



Sign Up for Wealth Tracker

Stifel Wealth Tracker can help you:

  • 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
  • Watch Video to Learn More
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.

Stifel Access Log In

Home > Find a Stifel Advisor > My Search Results

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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 Locations Map

Find More Stifel Offices:

Stifel Bank & Trust

Investment Banking

Public Finance

Stifel Europe

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
Stifel | Investment Services Since 1890

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients.

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ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.