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Stifel Wealth Tracker

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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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Fund Families Available at Stifel


Stifel sells shares of funds offered by over 200 fund families encompassing thousands of mutual funds. For more complete information about any of the funds sold at Stifel, including their management fees, sales charges and other expenses, please request prospectuses from a Stifel Financial Advisor at the branch office nearest you. These prospectuses should be read carefully before investing or sending money.