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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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Royalty Trust

In order for Trust Interest Holders of Royalty Trusts to properly report tax consequences of ownership of a trust interest, certain information is needed. Historically, this information has been distributed by the Royalty Trust through annual tax packages or booklets to all Trust Interest Holders. Under the new (WHFIT) Widely Held Fixed Investment Trust regulations, this information must now be provided by the Nominees, such as Stifel.

Click the link below to read the Royalty Trust Booklets: