OPEN
Skip to Main Content

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

Download on the App Store Get it on Google Play

This Stifel communication is intended only for Institutional Investors and should not be reproduced, redistributed, or forwarded to any other person or published in whole or in part for any purpose without the prior written consent of Stifel.

If this communication for Institutional Investors is deemed a “debt research report” as defined in FINRA Rule 2242, it does not carry all of the independence and disclosure standards of retail debt research reports. The views expressed in institutional debt research reports may differ from the views expressed in retail debt research reports. Institutional debt research reports may not be independent of Stifel’s proprietary interests, Stifel may trade the securities covered in institutional debt research reports for its own account and on a discretionary basis on behalf of certain clients, and such trading interests may be contrary to the recommendation made in institutional debt research reports.

If this communication for Institutional Investors is not deemed a debt research report, Stifel’s sales and trading department may, nonetheless, have positions in the securities mentioned, may make purchases or sales of such securities in the open market or otherwise, and may buy or sell such securities from clients on a principal basis. These trading interests may be contrary to any recommendation offered in this report.

The information contained herein was obtained from sources believed to be reliable, but it has not been independently verified by Stifel, and as such, there is no guarantee as to its accuracy or timeliness. The information is current only as of the date indicated and is not a complete summary of all available information. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. Stifel does not provide accounting, tax, or legal advice, and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Fixed income securities are subject to a number of risks, including, but not limited to, liquidity risk, interest rate risk, credit risk, political risk, and inflation risk.

Stifel is a multi-disciplined financial services firm that regularly seeks investment banking assignments and compensation from issuers for services including, but not limited to, acting as an underwriter in an offering, a financial advisor in a merger or acquisition, or serving as a placement agent in private transactions.

Additional Information Is Available Upon Request.

Stifel, Nicolaus & Company, Incorporated is a registered broker-dealer and a member of FINRA, NYSE & SIPC. © 2016 Stifel.