OPEN
Skip to Main Content

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

Download on the App Store Get it on Google Play
Stifel | Our Story×

Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

Watch Video to Learn More

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

Stifel Financial Advisors

Sr. VP/Investments
Lima, Ohio
Lima
Phone:
(419) 227-3331
(419) 227-3331
Toll-free:
(800) 321-1452
(800) 321-1452
Sr. VP/Investments
McAllen, Texas
McAllen
Phone:
(956) 803-3506
(956) 803-3506
Toll-free:
(888) 767-7578
(888) 767-7578
Managing Director/Investments
Dallas, Texas
Dallas
Phone:
(214) 706-9450
(214) 706-9450
Toll-free:
(800) 595-4650
(800) 595-4650
Financial Advisor
Santa Rosa, California
Santa Rosa
Phone:
(707) 542-3521
(707) 542-3521
Toll-free:
(866) 498-6794
(866) 498-6794
First Vice President/Investments
Chicago, Illinois
Chicago
Phone:
(312) 454-3800
(312) 454-3800
Toll-free:
(800) 745-7110
(800) 745-7110
Sr. VP/Investments
Frontenac, Missouri
Frontenac
Phone:
(314) 872-8900
(314) 872-8900
Toll-free:
(866) 943-8900
(866) 943-8900
Sr. VP/Investments
San Juan Capistrano, California
San Juan Capistrano
Phone:
(949) 234-2340
(949) 234-2340
Toll-free:
(866) 886-7593
(866) 886-7593
Financial Advisor
Greenville, South Carolina
Greenville, SC
Phone:
(864) 679-6900
(864) 679-6900
Toll-free:
(855) 273-2581
(855) 273-2581
Vice President/Investments
St. Johnsbury, Vermont
St. Johnsbury
Phone:
(802) 751-0500
(802) 751-0500
Toll-free:
(866) 590-0910
(866) 590-0910
Vice President/Investments
Fort Myers, Florida
Fort Myers
Phone:
(239) 985-6540
(239) 985-6540
Toll-free:
(866) 950-5525
(866) 950-5525
Vice President/Investments
Hot Springs, Arkansas
Hot Springs, AR
Phone:
(501) 781-4273
(501) 781-4273
Toll-free:
(888) 407-4476
(888) 407-4476
Financial Advisor
Hot Springs, Arkansas
Hot Springs, AR
Phone:
(501) 781-4273
(501) 781-4273
Toll-free:
(888) 407-4476
(888) 407-4476
Vice President/Investments
Longmeadow, Massachusetts
Longmeadow
Phone:
(413) 565-8100
(413) 565-8100
Toll-free:
(866) 229-0296
(866) 229-0296
Vice President/Investments
Wayzata, Minnesota
Wayzata
Phone:
(952) 473-6010
(952) 473-6010
Toll-free:
(866) 288-4123
(866) 288-4123
Vice President/Investments
Carlsbad, California
Carlsbad
Phone:
(760) 804-3400
(760) 804-3400
Toll-free:
(866) 431-2389
(866) 431-2389
Financial Advisor
Little Rock, Arkansas
Little Rock, AR PCG
Phone:
(501) 374-8276
(501) 374-8276
Toll-free:
(800) 333-1230
(800) 333-1230
First Vice President/Investments
Augusta, Georgia
Augusta
Phone:
(706) 737-0860
(706) 737-0860
Toll-free:
(888) 268-5412
(888) 268-5412
Vice President/Investments
Ann Arbor, Michigan
Ann Arbor
Phone:
(734) 213-5103
(734) 213-5103
Toll-free:
(888) 280-3560
(888) 280-3560
Managing Director/Investments
Wooster, Ohio
Wooster
Phone:
(234) 249-1120
(234) 249-1120
Toll-free:
(800) 971-7266
(800) 971-7266
Vice President/Investments
Billings, Montana
Billings
Phone:
(406) 252-2447
(406) 252-2447
Toll-free:
(877) 816-1227
(877) 816-1227
Financial Advisor
Billings, Montana
Billings
Phone:
(406) 252-2447
(406) 252-2447
Toll-free:
(877) 816-1227
(877) 816-1227
Director/Investments
Palm Beach, Florida
Palm Beach PCG Royal Palm Way
Phone:
(561) 868-8685
(561) 868-8685
Toll-free:
(844) 736-9541
(844) 736-9541
Sr. VP/Investments
Boston, Massachusetts
Boston, MA
Phone:
(617) 488-4480
(617) 488-4480
Toll-free:
(844) 735-9469
(844) 735-9469
Sr. VP/Investments
Memphis, Tennessee
Memphis
Phone:
(901) 766-0822
(901) 766-0822
Toll-free:
(866) 778-3589
(866) 778-3589
Vice President/Investments
Sioux City, Iowa
Sioux City
Phone:
(712) 252-6920
(712) 252-6920
Toll-free:
(800) 444-3806
(800) 444-3806
<< Previous Page Page 1 of 40 >>
*
*
*
*

* indicates the field is required


Please note:
For security purposes, Stifel clients should not include the following in any e-mail correspondence with Stifel:
* Account Numbers
* Client Account Access User Names
* Passwords
* Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:
* Purchase or sale orders
* Instructions for the transfer or disbursement of funds
* Changes of address