Skip to Main Content

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
Wealth Tracker screenshot on mobile device
Learn more at

Download Stifel Wealth Tracker

Download on the App Store Get it on Google Play
Stifel | Our Story×

Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

Watch Video to Learn More

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


Facilitating Charitable Giving Facilitating Charitable Giving

Access your DonorView Portal

Your legacy reflects your passions, and your charitable giving is part of the impact you make on our world. With your time, talent, and treasure, the organizations you support are up to you.

Benefits of Stifel Donor-Advised Funds

You receive an immediate tax deduction for contributions to your Stifel Donor-Advised Fund.
You determine when to recommend grant distributions to any IRS-qualified nonprofit organization(s), with no annual mandatory minimum.
Tax Efficient
Gifts of appreciated securities are eligible to receive fair market value deductions, potentially creating significant capital gains tax savings.

Available Through Your Stifel Financial Advisor

Work with your Stifel Financial Advisor to plan your charitable giving strategy and discuss whether a Stifel Donor-Advised Fund is suitable for your objectives. Consult with your tax professional regarding tax-advantaged strategies appropriate for your income and available assets.

Find a Stifel Advisor

Stifel Donor-Advised Funds are handled by Stifel Charitable Inc., which is a 501(c)(3) non-profit organization. Stifel Financial Corp. companies, including Stifel, Nicolaus & Company, Incorporated, Stifel Bank, and Stifel Trust Company, N.A., provide services to Stifel Charitable Inc. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

A Blueprint for Giving

A donor-advised fund can help you organize and manage donations in a way that maximizes their impact.

Digital Brochure

Stifel Charitable Inc.
501 North Broadway
St. Louis, Missouri 63102