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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
Bluffton
Private Client Group
1276 May River Road
Suite 200
Bluffton, South Carolina 29910
Todd Crutchley, CFP®
Phone:
(843) 706-6150
(843) 706-6150
Toll-free:
(866) 779-2721
(866) 779-2721
Charleston
Private Client Group
174 Meeting Street
Suite 400
Charleston, South Carolina 29401
Barre Butler
Phone:
(843) 414-6760
(843) 414-6760
Toll-free:
(855) 299-8677
(855) 299-8677
Columbia, SC
Private Client Group
1901 Assembly Street
Suite 380
Columbia, South Carolina 29201
Barre Butler
Phone:
(803) 738-8100
(803) 738-8100
Florence
Private Client Group
1325 Cherokee Road
Florence, South Carolina 29501
Marvin Slaughter, CFP®
Phone:
(843) 665-7599
(843) 665-7599
Toll-free:
(866) 850-6995
(866) 850-6995
Greenville, SC
Private Client Group
10 Patewood Drive
Suite 425
Greenville, South Carolina 29615
Paul Vidovich, CFP®
Phone:
(864) 679-6900
(864) 679-6900
Toll-free:
(855) 273-2581
(855) 273-2581
Hartsville
Private Client Group
242 West Carolina Avenue
Hartsville, South Carolina 29550
Edwin Kinney
Phone:
(843) 383-8401
(843) 383-8401
Toll-free:
(800) 869-7276
(800) 869-7276
Sumter
Private Client Group
460 West Wesmark Blvd
Sumter, South Carolina 29150
Edwin Kinney
Phone:
(803) 469-7070
(803) 469-7070
Toll-free:
(800) 743-4522
(800) 743-4522