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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
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Wealth Tracker screenshot on mobile device
Learn more at

Download Stifel Wealth 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:

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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


At Stifel, the well-being of our associates is always our top priority. In addition to competitive compensation, we provide a comprehensive benefits program designed to address a wide variety of needs. Our programs include:

Benefit Description
Stifel Total Health Connect A one-stop shop concierge service for all of your medical and benefit questions
Medical, Dental, Vision, and Prescription Insurance A range of medical, dental, vision, and prescription benefits plans are offered, along with flexible spending and health savings accounts, to suit varying personal needs.
Disability Stifel provides both short-term disability and long-term disability benefits.
Other Insurance We offer a range of insurance benefits, including:
  • Basic and supplemental life
  • Basic and supplemental accidental death and dismemberment
  • Accident, critical illness, and hospital
  • Long-term care
  • Pet
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, after-tax, and/or Roth contributions with an annual matching contribution.
Family Stifel offers many resources to assist our associates with family planning and caregiving, including:
  • Leave related to childbirth
  • Parental leave
  • Adoption assistance
  • Fertility and family building assistance
  • Back-up childcare and elder care
  • Dependent day care flexible spending accounts
  • Stifel work life solutions – referral services and confidential counseling for a variety of personal and family issues
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, PTO is provided to associates for bereavement, jury duty, and company holidays.
Wellness Inititatives
  • Health promotion specialist
  • Wellness tools and incentives
  • Gym discounts
Additional Benefits and Perks
  • Tuition and certification assistance
  • Charitable match program
  • Travel assistance
  • Identity theft protection
  • Legal services
  • Discounted home and auto insurance
  • Commuter benefits