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Stifel Wealth Tracker

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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
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Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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Where Success
Meets Success

Where
Success
Meets
Success

Wealth Management | Investment Banking

Wealth Management
Investment Banking

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Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.

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Stifel Wealth Tracker app on mobile device

Organize Your Financial Life

Stifel Wealth Tracker gives you a complete view of your finances—at Stifel and beyond. Track spending and investments, assess risk, and access market-leading research. Enjoy powerful tools to manage expenses and pay bills. Wherever you are in your financial journey, Wealth Tracker helps you make informed decisions, with your Stifel Advisor just a click away.

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