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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:

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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
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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
Altoona
Private Client Group
180 Charlotte Drive
Suite 100
Altoona, Pennsylvania 16601
Robert Fink
Phone:
(814) 944-2065
(814) 944-2065
Toll-free:
(800) 533-6401
(800) 533-6401
Beaver
Private Client Group
274 Third Street
Beaver, Pennsylvania 15009
Stephen Bender, CRPC
Phone:
(724) 728-0436
(724) 728-0436
Toll-free:
(877) 826-7706
(877) 826-7706
Bethel Park
Private Client Group
2000 Oxford Drive
Suite 605
Bethel Park, Pennsylvania 15102
Gary Shields
Phone:
(412) 854-7500
(412) 854-7500
Toll-free:
(866) 253-0500
(866) 253-0500
Bloomsburg
Private Client Group
425 Market Street
Bloomsburg, Pennsylvania 17815
Paul MacCrory
Phone:
(570) 380-6140
(570) 380-6140
Toll-free:
(877) 643-8186
(877) 643-8186
Center Valley
Private Client Group
3701 Corporate Parkway
Suite 110
Center Valley, Pennsylvania 18034
Michael O'Keefe, AIF
Phone:
(610) 782-5400
(610) 782-5400
Toll-free:
(800) 223-9064
(800) 223-9064
Conshohocken HNW
Private Client Group
20 Ash Street
4th Floor
Conshohochen, Pennsylvania 19428
Phone:
(610) 567-1900
(610) 567-1900
Conshohocken
Private Client Group
20 Ash Street
4th Floor
Conshohocken, Pennsylvania 19428
Paul MacCrory
Phone:
(610) 567-1900
(610) 567-1900
Toll-free:
(800) 223-6807
(800) 223-6807
Easton
Private Client Group
3101 Emrick Boulevard
Suite 207
Bethlehem, Pennsylvania 18020
Michael O'Keefe, AIF
Phone:
(610) 317-4420
(610) 317-4420
Toll-free:
(855) 273-2583
(855) 273-2583
Ebensburg, PA
Private Client Group
416 S. Center St
Suite 1
Ebensburg, Pennsylvania 15931
Robert Fink
Phone:
(814) 419-2000
(814) 419-2000
Toll-free:
(833) 817-6595
(833) 817-6595
Franklin
Private Client Group
PO Box 1060
1284 Liberty Street
Franklin, Pennsylvania 16323
James H. Williams Jr., AIF
Phone:
(814) 432-3169
(814) 432-3169
Toll-free:
(800) 344-0256
(800) 344-0256
Greensburg
Private Client Group
100 South Main Street
Greensburg, Pennsylvania 15601
Maryanne Eckels
Phone:
(724) 837-2300
(724) 837-2300
Toll-free:
(800) 548-5090
(800) 548-5090
Johnstown
Private Client Group
1407 Eisenhower Blvd
Suite 101
Johnstown, Pennsylvania 15904
Robert Fink
Phone:
(814) 269-9211
(814) 269-9211
Toll-free:
(800) 804-3548
(800) 804-3548
Lancaster, PA
Private Client Group
1570 Fruitville Pike
Suite 200
Lancaster, Pennsylvania 17601
Peter Scudner, CIMA, CRPS
Phone:
(717) 740-4400
(717) 740-4400
Toll-free:
(833) 791-8087
(833) 791-8087
Lebanon
Private Client Group
600 Isabel Drive
Suite 4
Lebanon, Pennsylvania 17042
Michael O'Keefe, AIF
Phone:
(717) 279-3510
(717) 279-3510
Toll-free:
(866) 898-2152
(866) 898-2152
Pittsburgh Foster Plaza
Private Client Group
661 Andersen Dr.
Suite 310
Pittsburgh, Pennsylvania 15220
Rande Casaday
Michael Touscany, CFP®
Phone:
(412) 250-3400
(412) 250-3400
Toll-free:
(877) 816-9085
(877) 816-9085
Pittsburgh
Private Client Group
1001 Liberty Ave.
Suite 1100
Pittsburgh, Pennsylvania 15222
Stephen Bender, CRPC
Phone:
(412) 456-0200
(412) 456-0200
Toll-free:
(800) 223-8162
(800) 223-8162
St. Marys
Private Client Group
357 Brusselles Street
St. Marys, Pennsylvania 15857
Stephen Bender, CRPC
Phone:
(814) 788-5260
(814) 788-5260
Toll-free:
(855) 300-7138
(855) 300-7138
West Chester
Private Client Group
15 East Gay Street
West Chester, Pennsylvania 19380
Paul MacCrory
Phone:
(484) 653-3733
(484) 653-3733
Toll-free:
(844) 233-8603
(844) 233-8603
Wilkes Barre
Private Client Group
670 N. River Street
Suite 400
Wilkes-Barre, Pennsylvania 18705
Michael O'Keefe, AIF
Phone:
(570) 200-3060
(570) 200-3060
Toll-free:
(866) 299-8507
(866) 299-8507
Yardley
Private Client Group
1020 Stony Hill RD.
Suite 100
Yardley, Pennsylvania 19067
Mark Melillo
Phone:
(215) 504-1600
(215) 504-1600
Toll-free:
(800) 223-7635
(800) 223-7635
York
Private Client Group
235 St. Charles Way
Suite 100
York, Pennsylvania 17402
Michael O'Keefe, AIF
Phone:
(717) 741-8900
(717) 741-8900
Toll-free:
(866) 347-2384
(866) 347-2384