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

Learn more at stifel.com/tracker

Download Stifel Wealth Tracker

Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Sign Up for Wealth Tracker

Stifel Wealth Tracker can help you:

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
Watch Video to Learn More

Watch Video to Learn More

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

Stifel Privacy Policy

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Personal Health Information

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.