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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

Cash Management Accounts

Stifel offers access to a full suite of payment capabilities via our cash management solutions. While great for the occasional payment, these solutions are also an attractive alternative to a traditional bank.

The Stifel Prestige® Account provides access to unlimited check writing that includes expense tracking, a Visa® debit card that provides ATM and point-of-sale access, and access to our Stifel Insured Bank Deposit Program, which provides up to $2.5 million in FDIC insurance for cash sweep balances.

The Stifel|Advantage account offers additional features, including an awards program, a concierge service, electronic bill payment, a Visa® credit card, a Visa® debit card with increased point-of-sale and ATM limits, and rebates on ATM fees.

Stifel|Advantage account clients also enjoy enhanced statement reporting for the entire household that includes expanded broad tax lots, historical portfolio values, current month and year-to-date performance for several key indices, and a market summary and recap for the current month.

For a comparison of Stifel Prestige and Stifel|Advantage, click here.

Important Disclosures