OPEN
Skip to Main Content

Stifel Wealth Tracker

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

Download Stifel Wealth Tracker

Download on the App Store Get it on Google Play

Financial
Literacy
Financial
Literacy

Learn, Grow, Invest Learn, Grow, Invest

Building your financial knowledge is one of the most valuable investments you can make.

At Stifel, we are committed to supporting your financial well-being by providing resources to help you understand key concepts such as budgeting, retirement planning, and investing for the future. Our goal is to empower you with the confidence and tools needed to make informed financial decisions at every stage of your journey.

Empower the Next Generation with Financial Confidence

Stifel's NextGen Investor Handbook is a practical, engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones. Consider it a useful roadmap to landing a job, establishing financial security, and setting yourself up for long-term success.

Flip through the handbook and take the first step toward your financial future!

Read the Handbook


Stifel Financial Literacy Video Series

Stifel's Financial Literacy Video Series is designed to help you navigate some of life's most important financial milestones with clarity and confidence.

Whether you are planning a major purchase, preparing for a growing family, or simply looking to better understand how key financial concepts affect your everyday life, these short, easy-to-watch videos offer clear explanations and practical insights.

Each video breaks down complex topics into straightforward, relatable guidance, helping you understand how big decisions, long-term commitments, and economic factors may impact your financial future.

Watch the Video Series   Learn More About Investing in Your Future


Bud and Friends

Financial Literacy for Young Learners

Our Budget Bunny series inspires children to learn healthy money habits and sparks curiosity about financial topics. Through their adventures, Bud and his friends learn valuable lessons on earning, entrepreneurship, credit, and co-hop-eration.

Watch the Budget Bunny Video Series   Additional Resources for Young Learners


Organize Your Financial Life

Bring it all together in Stifel Wealth Tracker – a single, secure view of your full financial picture.

  • Create a personal balance sheet
  • Analyze your assets in greater detail
  • Track your spending and monitor your net worth
  • Stay informed with Stifel's nationally recognized research and investment insights

Get Started Learn More at stifel.com/tracker Download on the App Store Get it on Google Play