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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
Brentwood, TN
Private Client Group
100 Winners Circle
Ste 440
Brentwood, Tennessee 37027
Bill Wade, CIMA
Phone:
(629) 241-6671
(629) 241-6671
Toll-free:
(800) 325-7806
(800) 325-7806
Chattanooga, TN
Private Client Group
412 Georgia Ave
Suite 100
Chattanooga, Tennessee 37403
Steve Weddle
Phone:
(423) 305-7471
(423) 305-7471
Toll-free:
(888) 691-0973
(888) 691-0973
Cookeville, TN
Private Client Group
1420 Neal Street
Suite 203
Cookeville, Tennessee 38501
Paul Rogers
Phone:
(931) 881-2100
(931) 881-2100
Toll-free:
(844) 877-1330
(844) 877-1330
Jackson
Private Client Group
773 North Parkway
Jackson, Tennessee 38305
Phillip Rogers
Phone:
(731) 664-4435
(731) 664-4435
Toll-free:
(800) 726-2723
(800) 726-2723
Johnson City
Private Client Group
1319 Sunset Drive
Suite 201
Johnson City, Tennessee 37604
Gregory Schuette, Sr., CFP®
Phone:
(423) 794-3187
(423) 794-3187
Toll-free:
(855) 244-2995
(855) 244-2995
Memphis
Private Client Group
6075 Poplar Avenue
Suite 625
Memphis, Tennessee 38119
Phillip Rogers
Phone:
(901) 766-0822
(901) 766-0822
Toll-free:
(866) 778-3589
(866) 778-3589
Nashville
Private Client Group
3102 West End Ave.
Suite 700
Nashville, Tennessee 37203
Paul Rogers
Phone:
(615) 277-7000
(615) 277-7000
Toll-free:
(866) 500-4470
(866) 500-4470