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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

Download Stifel Wealth 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.

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Contact Us

Find Stifel Near You

We'll put you in touch with an advisor in your area who can help you work toward your financial goals.

Please Note:


For security purposes, do not include the following in any e-mail correspondence:

  • Account Numbers
  • Client Account User IDs
  • Passwords
  • Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:

  • Purchase or sale orders
  • Instructions for the transfer or distribution of funds
  • Change of address

Please contact your Financial Advisor regarding any of the above.

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