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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

Managing
Your Cash
Managing
Your Cash

Supporting your everyday
cash and savings goals.
Supporting your everyday
cash and savings goals.

Efficiently manage the cash in
your investment account with the
Stifel Smart Rate Program

The Stifel|ONE Cash Management Account gives you the tools you need to organize your day-to-day finances.

An alternative to traditional checking and savings accounts, the Stifel|ONE Cash Management Account makes it easy to address your short- and long-term cash needs, fund investments, make payments and transfers, access liquidity, and more – seamlessly integrated with your Stifel investment account.

Ask your Stifel Financial Advisor about how the Stifel|ONE Cash Management Account can help you manage your cash assets.

Managing cash is easy with a Stifel|ONE Cash Management Account

  • Available for any Stifel taxable investment account
  • No account fee
  • Minimum initial deposit of $1,000
  • Stifel Insured Bank Deposit Program provides expanded FDIC insurance1

Stifel|ONE Cash Management Account Features


Customer service for Stifel|ONE: call (866) 303-8003

Debit Cards2

  • Visa® debit card - Up to $20,000 daily point-of-sale limit
  • Access to surcharge-free MoneyPass® ATM networks - Up to $1,500 daily
  • ATM fee reimbursements
  • No foreign transaction fees
Learn More

Checks

  • Unlimited check writing
  • Free standard checks (fee to upgrade to business-style checks)

Money Movement Features via Stifel Wealth Tracker

  • View account information and activity online
  • Deposit checks directly into your Stifel|ONE account
  • Pay bills online

Stifel Insured Bank Deposit Program1

  • Available cash in your securities account is automatically swept into interest-bearing deposit accounts at four or more FDIC-insured banks providing you up to $1 million in FDIC insurance ($2 million for joint accounts with two owners).
Learn More

Additional Banking Services

Manage your full financial picture with Stifel. Banking services are available through your Stifel relationship in addition to investing, planning, and cash management.

Credit Cards3

  • Stifel|ONE Mastercard® World Elite Credit Cards
    • Choice of brushed silver or rose gold metal credit card
  • Stifel|ONE Attain Credit Cards
  • Stifel Bank Business Credit Cards
Learn More

Borrowing with Stifel Bank & Trust4

  • Stifel Pledged Asset (SPA) securities-based line of credit
  • Stifel Private Bank Lending
  • Mortgage and home equity lending
Learn More

1Has the cash value protection of a traditional bank account with up to $1 million in FDIC insurance through the Stifel Insured Bank Deposit Programs ($2 million for Joint Accounts). It is important to note that with the exception of bank products, such as Stifel Smart Rate, FDIC-insured CDs, and the Stifel Insured Bank Deposit Programs, investment products offered through Stifel are not FDIC-insured, not bank guaranteed, and may lose value.

2Stifel does not issue a charge for cash withdrawals made at ATMs. We will rebate all reasonable cash withdrawal fees applied to your account by an ATM. We reserve the right to terminate or limit reimbursements if we observe a pattern of fraud or abusive overuse, and to modify or discontinue the ATM rebate program at any time.

3Credit cards are subject to application and credit approval. Contact your Financial Advisor for more information.

4Credit and lending services are offered to clients of Stifel through our affiliated banks, Stifel Bank & Trust and Stifel Bank. Credit is subject to approval, and additional information will be provided by Stifel Bank & Trust.

Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank & Trust (Stifel Banks). The financial advisors of Stifel, Nicolaus & Company, Incorporated do not offer mortgage loans, provide mortgage loan information, or accept residential mortgage loan applications.

Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.

Understanding the potential risks of a Stifel Pledged Asset (SPA) Line of Credit

Speak with your Financial Advisor about your risk tolerance level, market fluctuations, and specifically the potential risks associated with a Stifel SPA Line of Credit.

Securities-based lines of credit involve risk and is not appropriate for all borrowers. The SPA Line of Credit is a full recourse, demand loan using the assets in a brokerage account as collateral and can be called at any time. An increase in interest rates will affect the overall cost of borrowing. The return on your securities must be higher than your financing cost in order for you generate a positive return in your securities account. The market value of your securities may decline, which may result in the value of that collateral no longer covering the outstanding loan amount. In either event, the borrower may be required to post additional collateral and/or repay part or all of any outstanding loan, and Stifel Bank & Trust may call the loan and sell or force the sale of the assets in the collateral account, or any other collateral, without contacting the borrower. The borrower can lose more assets than the borrower is required to deposit in the collateral account. The borrower is responsible for satisfying any amount not covered by the collateral.

Stifel Bank & Trust can increase its collateral maintenance requirements at any time. Stifel Bank & Trust may, in its sole and absolute discretion, demand full or partial payment of the SPA Line of Credit at any time, without notice to cover the loan balance and any interest. The borrower is not entitled to an extension of time to meet a collateral maintenance call.

If pledged securities need to be sold, they may be sold without notice, the borrower may not be offered a chance to deposit cash or additional collateral, and the borrower may not be able to pick which securities will be sold, which can interrupt the borrower’s long-term investment strategy. If pledged securities are sold, this could trigger an unfavorable taxable event for the borrower. Neither Stifel Bank & Trust nor our affiliates provide tax or legal advice. Borrower should consult with a tax professional.

The borrower is entitled to draw against their SPA Line of Credit only if loan terms and collateral requirements are met and the draw request is approved by Stifel Bank & Trust.

There may be alternative ways of borrowing funds that are less expensive and involve less risk. Your Financial Advisor may receive compensation for balances on SPA loans. Your Financial Advisor benefits when the borrower uses the available balance on his or her loan to meet liquidity needs in lieu of selling securities or other investments.