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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
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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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

Mutual Funds


Mutual Funds Disclosure

  • General overview of mutual funds
  • Understanding how Stifel and your Financial Advisor are compensated

Fund Families Available at Stifel

Other Compensation Received by Stifel

  • List of Mutual Fund Companies that have paid additional marketing support, service support, and/or operating support

Other Compensation Received by Stifel Independent Advisors

  • List of Mutual Fund Companies that have paid additional marketing support, service support, and/or operating support