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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
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Wealth Tracker screenshot on mobile device
Learn more at

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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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About Us About Us

We safeguard your money
as if it were our own.
We safeguard your
money as if it were
our own.

It’s part of a tradition we’ve cultivated since 1890.

It’s quite simple. We believe that when we put you – our client – first, we put you in the best position to achieve success, however you may define it.

Ron Kruszewski Stifel CEO

Chairman & CEO

Ron Kruszewski reflects on Stifel’s success

Read his message

Today, we proudly help individuals pursue financial goals, businesses and organizations raise and protect capital, and communities offer a higher quality of life.

We cast aside preconceived notions and assumptions, focusing on understanding your needs and your goals. And when you achieve your goals, we achieve ours – to lead our industry as the advisor of choice for clients, the firm of choice for advisors, and the investment of choice for shareholders.

Where Success Meets Success: Investment of choice, Advisor of choice, Firm of choice

To Our Associates

Current and future, our commitment is to provide an entrepreneurial environment that encourages unconfined, long-term thinking. We seek to reward hard-working team players that devote their energy and attention to client needs. At work, at home, and in your communities, we seek to be your Firm of Choice.

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To Our Clients

Individual, institutional, corporate, and municipal, our commitment is to listen and consistently deliver innovative financial solutions. Putting the welfare of clients and community first, we strive to be the Advisor of Choice in the industry. Pursuit of excellence and a desire to exceed clients’ expectations are the values that empower our Company to achieve this status.

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To Our Shareholders

Small and large, our commitment is to create value and maximize your return on investment through all market cycles. By achieving the status of Firm of Choice for our professionals and Advisor of Choice for our clients, we are able to deliver shareholder value as your Investment of Choice.

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Professional Careers

If you’re ready for us, we’re ready for you.

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Financial Advisor Careers

Build your business your way at Stifel.