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Stifel Wealth Tracker

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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
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Wealth Tracker screenshot on mobile device
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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.

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At Stifel, we understand the importance of investing in our associates and the significant role that investment plays in our ongoing commitment to be your firm of choice. As such, we’re dedicated to providing our associates not only with competitive compensation, but with an outstanding assortment of benefits as well.

In our industry, talent wins the day. The comprehensive benefits package that we offer associates is a reflection of the value we place on attracting and retaining the most talented individuals we can find.

We are confident that as you review the following benefits package, you will find it to be a great fit for you and your family.

Benefit Description
Stifel Total Health Connect A one-stop shop concierge service for all of your medical and benefit questions. This service can warm transfer you to all of Stifel’s insurance vendors.
Medical, Dental, Vision, and Prescription Insurance Medical, dental, vision, and prescription benefits plans are offered to suit varying personal needs.
Health Savings Account A Health Savings Account and employer contribution is available for associates participating in the aligning medical plan.
Flexible Spending Accounts Flexible Spending Accounts are available for Health Care, Limited Purpose Health Care, Dependent Care, and Commuter expenses.
Life Insurance Company-paid life insurance benefits as well as optional supplemental coverage.
Accidental Death and Dismemberment
In addition to the basic life insurance benefits, Stifel provides a basic AD&D benefit. The AD&D will pay in addition to life insurance benefits. Supplemental coverage is available for the associate and family.
Short-Term Disability Stifel provides a Short-Term Disability benefit automatically upon your eligibility date at no cost. The benefit is based on years of service.
Long-Term Disability A core level of disability coverage is provided at no cost up to normal Social Security retirement age in the event of a long-term illness or injury. Optional Supplemental Long-Term Disability coverage is also available.
Leave Related to Childbirth Leave related to childbirth under this policy is a paid leave for medical purposes associated with giving birth to a child and it begins immediately upon the date of birth. If an associate is out of work prior to giving birth(i.e., doctor ordered bed rest) or continues to remain off work medically after the 8 weeks of leave related to childbirth, Stifel’s disability policies would apply. Leave related to childbirth provides eligible associates up to eight (8) consecutive weeks of 100% pay.
Parental Leave Parental Leave provides eligible associates up to eight (8) consecutive weeks of leave at 100% pay to bond with, foster or adopt a child. This leave must begin in the first 16 weeks of the birth or placement of a child and must be taken consecutively.
Long-Term Care Long-Term Care Insurance is available and includes care received either at home or in a facility when an individual needs assistance with activities of daily living or suffers severe cognitive impairment.
Stifel Financial Corp. Profit Sharing 401(k) Plan The Profit Sharing 401(k) Plan provides eligible associates the opportunity to save for retirement by making pre-tax and/or Roth contributions. The option is available to save between 1% to 100% of eligible earnings up to the IRS annual maximum. The plan offers daily valuations and transfers, a variety of investment funds, loan provisions, and Stifel Financial Corp. stock. An annual matching contribution is provided to associates working at least 1,000 hours in the calendar year and employed on the last day of the calendar year. Associates are fully vested in the Company's portion after three years. Rollovers from other qualified plans are accepted.
Tuition and Certification Assistance Programs Stifel believes in assisting associates in furthering their education. A tuition and certification assistance program is available.
Accident and Critical Illness The Accident Plan is available as a benefit option and includes monetary amounts for emergency treatment, injuries, and accidental death. In addition, Stifel offers a Critical Illness Plan, which also provides a monetary amount for many major illnesses.
Legal Services Stifel offers this benefit option to both associates and dependents, which assists with certain personal legal services from experienced attorneys.
Auto & Home Insurance Discount auto and home insurance is available. Premiums are taken as post-tax deductions from payroll and adjust automatically with each policy renewal.
Identity Theft Protection As a Stifel Associate, Identity Theft Protection is available at a discount.
Travel Assistance Whether traveling for business or pleasure, emergency medical assistance, pretrip information, emergency personal services, and identity theft assistance is available.
Stifel Work Life Solutions Access to work/life educational information is available to both associates and their eligible family members. Referral services and confidential counseling for a variety of personal and family issues is provided at no cost.
Paid Time Off Paid Time Off (PTO) provides associates with the opportunity to manage their own time off for reasons such as vacations, personal/family needs, and illness. In addition, paid time off is provided to associates for bereavement, jury duty, and company holidays.

Transparency in Coverage -- Machine Readable File Information

Benefits Eligibility: Benefits are available to full-time associates working 30 or more hours per week and eligible dependents. Most benefits are available the first of the month following the date of hire.