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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

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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.

Stifel Access Log In

Stifel Financial Advisors

First Vice President/Investments
Topeka, Kansas
Topeka
Phone:
(785) 271-1300
(785) 271-1300
Toll-free:
(800) 657-7251
(800) 657-7251
Financial Advisor
Topeka, Kansas
Topeka
Phone:
(785) 271-1300
(785) 271-1300
Toll-free:
(800) 657-7251
(800) 657-7251
Branch Manager
Sarasota, Florida
Sarasota
Phone:
(941) 366-5443
(941) 366-5443
Toll-free:
(888) 400-0018
(888) 400-0018
Sr. VP/Investments
Venice, Florida
Venice, FL
Phone:
(941) 218-5687
(941) 218-5687
Toll-free:
(833) 817-6596
(833) 817-6596
Sr. VP/Investments
Hauppauge, New York
Hauppauge
Phone:
(631) 360-5700
(631) 360-5700
Toll-free:
(866) 706-7771
(866) 706-7771
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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