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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.

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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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