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Stifel Wealth Tracker

For Stifel Access, click here
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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

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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.

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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
Abilene
Private Client Group
500 Chestnut St.
Ste 1300
Abilene, Texas 79602
Frank Johnson
Phone:
(325) 480-8935
(325) 480-8935
Toll-free:
(833) 817-6599
(833) 817-6599
Austin
Private Client Group
805 Las Cimas Parkway
Suite 230
Austin, Texas 78746
Ele Jordan, AAMS
Phone:
(512) 813-7200
(512) 813-7200
Toll-free:
(855) 275-9140
(855) 275-9140
Bryan
Private Client Group
3000 Briarcrest
Suite 406
Bryan, Texas 77802
Bart Reese, CFP®, CPWA, CRPC
Phone:
(979) 321-6034
(979) 321-6034
Toll-free:
(877) 871-3371
(877) 871-3371
Corpus Christi
Private Client Group
500 N. Shoreline
Suite 603
Corpus Christi, Texas 78401
Ele Jordan, AAMS
Phone:
(361) 693-3060
(361) 693-3060
Toll-free:
(866) 431-0966
(866) 431-0966
Dallas
Private Client Group
2850 North Harwood
Floor 18
Dallas, Texas 75201
JR Koeijmans, CRPC
Phone:
(214) 706-9450
(214) 706-9450
Toll-free:
(800) 595-4650
(800) 595-4650
Denton
Private Client Group
320 West Eagle Drive
Suite 101
Denton, Texas 76201
Kyle Ratcliff, CIMA
Phone:
(940) 382-8645
(940) 382-8645
Toll-free:
(877) 892-9469
(877) 892-9469
Fort Worth
Private Client Group
300 Throckmorton Street
Suite 1400
Fort Worth, Texas 76102
Toby Ardoyno
Phone:
(817) 717-6804
(817) 717-6804
Toll-free:
(855) 300-7143
(855) 300-7143
Frisco
Private Client Group
6303 Cowboys Way
Suite 300
Frisco, Texas 75034
Kevin Karrh, CFP®, CIMA
Phone:
(972) 214-2808
(972) 214-2808
Toll-free:
(800) 950-0237
(800) 950-0237
Houston PCG
Private Client Group
1300 Post Oak Blvd
Suite 1550
Houston, Texas 77056
Kimberly Koydemir
Phone:
(713) 237-4550
(713) 237-4550
Toll-free:
(844) 735-9467
(844) 735-9467
Longview
Private Client Group
2002 Judson Rd, Suite 202
1st Floor
Longview, Texas 75605
Kellyn Drayer, CFP®
Phone:
(903) 753-1020
(903) 753-1020
Toll-free:
(800) 354-4682
(800) 354-4682
McAllen
Private Client Group
4300 N. 10th Street
Suite A
McAllen, Texas 78504
Jerry Raders
Phone:
(956) 803-3506
(956) 803-3506
Toll-free:
(888) 767-7578
(888) 767-7578
Houston
Private Client Group
20329 State Hwy 249
Suite 150
Houston, Texas 77070
Bart Reese, CFP®, CPWA, CRPC
Phone:
(281) 655-4000
(281) 655-4000
Toll-free:
(866) 457-1534
(866) 457-1534
Southlake
Private Client Group
550 Reserve St
Ste 625
Southlake, Texas 76092
Robert Winter, CPWA®
Phone:
(817) 865-3090
(817) 865-3090
Toll-free:
(800) 225-8532
(800) 225-8532
Sugar Land
Private Client Group
2245 Texas Dr.
Building A-2 Suite290
Sugar Land, Texas 77479
Bart Reese, CFP®, CPWA, CRPC
Phone:
(713) 324-2200
(713) 324-2200
Toll-free:
(877) 562-0019
(877) 562-0019
Texarkana
Private Client Group
2010 Moores Lane
Suite 120
Texarkana, Texas 75503
JR Koeijmans, CRPC
Phone:
(903) 792-3305
(903) 792-3305
Toll-free:
(800) 827-3305
(800) 827-3305
Waco
Private Client Group
1200 West Highway 6
Suite 3
Waco, Texas 76712
Clint Weaver, CFP®, AIF
Phone:
(254) 399-7450
(254) 399-7450
Toll-free:
(844) 233-8601
(844) 233-8601
Wichita Falls
Private Client Group
2525 Kell Boulevard
Suite 310
Wichita Falls, Texas 76308
Tim Wade
Phone:
(940) 720-7610
(940) 720-7610
Toll-free:
(866) 707-1277
(866) 707-1277