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Stifel Wealth Tracker

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

Download Stifel Wealth Tracker

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Cybersecurity
& Fraud
Protection
Cybersecurity
& Fraud Protection

Protect yourself, your family,
and your finances
Protect yourself, your family,
and your finances

Stifel will never ask you to share your password.

Protecting your financial well-being is one of our highest priorities. As cyber threats and fraud schemes continue to evolve, Stifel is committed to helping you stay informed, prepared, and supported every step of the way.

We actively monitor for suspicious activity, invest in advanced security measures, and work diligently to safeguard your information. Just as important, we believe in empowering you with the knowledge and tools you need to recognize potential risks and respond quickly if something doesn’t seem right.

Learn about common scams and how to protect yourself.

Knowledge Center

What to Do If You Suspect Fraud

If you believe you may be a victim of fraud or notice unusual activity related to your account:

  • Contact your Financial Advisor
  • Do not respond to suspicious emails, calls, or messages requesting personal or financial information
  • Secure your accounts by updating passwords and enabling additional safeguards where available

Taking prompt action can help limit potential impact and protect your assets.

Staying Informed and Protected

Cybercriminals use a variety of tactics, from phishing emails and impersonation scams to more sophisticated fraud schemes, to target individuals and families. Understanding how these schemes work is an important step in protecting yourself and your loved ones.

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Empower yourself with our Knowledge Center

In our Knowledge Center you’ll find resources to help you:

  • Recognize common scams and fraud scenarios
  • Understand warning signs and risk factors
  • Take preventative steps to protect your information
  • Access additional guidance and support

Stifel is here to help. If you have questions or concerns at any time, we encourage you to reach out to your Financial Advisor or explore the resources in our Knowledge Center to learn more about protecting yourself from fraud.