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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
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 Support
Locations
Financial Advisor Opportunities

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Stifel Support

(314) 342-2255 or (800) 679-5446

Hours of Operation

Monday - Friday 6:00am - 6:00pm CT

Complete the form below, and we will be in touch with you soon.

Please Note: For security purposes, do not include the following in any e-mail correspondence:

  • Account Numbers
  • Client Account User IDs
  • Passwords
  • Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:

  • Purchase or sale orders
  • Instructions for the transfer or distribution of funds
  • Change of address

Please contact your Financial Advisor regarding any of the above.

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Find a Private Client Group Branch

Stifel Wealth Tracker Support

Account access and additional assistance

(314) 342-2251 or (866) 697-8433

Hours of Operation

Monday – Friday: 5:00 a.m. – 8:00 p.m. Central

Saturday: 5:00 a.m. – 6:00 p.m. Central

Access Your Account
Wealth Tracker application on a mobile device

Find a Stifel branch or financial advisor near you, click here.


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New York, New York 10036
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15th Floor
Baltimore, Maryland 21202
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One Montgomery Street
Suite 3700
San Francisco, California 94104
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Morristown

305 Madison Avenue
Morristown, New Jersey 07960
Tel: (973) 549-4000
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Memphis

775 Ridge Lake Boulevard
Memphis, TN 38120
Tel: (901) 766-3000
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International Headquarters

Stifel Europe

Stifel Nicolaus Europe Limited
150 Cheapside
London, EC2V 6ET
Tel: +44 20 7710 7600

Stifel Europe AG
Kennedyallee 76
60596 Frankfurt am Main
Tel: +49 69 788080

Stifel Canada

161 Bay Street, Suite 3800
Toronto, Ontario M5J 2SI
Tel: (416) 367-8600

Financial Advisors:

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Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

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ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.