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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
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Wealth Tracker screenshot on mobile device
Learn more at

Download Stifel Wealth Tracker

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Privacy Opt Out

Financial companies choose how they share your personal information. Federal law gives customers the right to limit some but not all sharing. All financial companies need to share customers’ personal information to run their everyday business. To see the list of reasons financial companies share their customers’ personal information, please click here to review Stifel’s Privacy Notice.

Federal law gives you the right to limit the following:

  • Information regarding your creditworthiness
  • Information for marketing purposes intended for affiliates and non-affiliates
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