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Stifel Wealth Tracker

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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
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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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Disability Insurance

Disability insurance

Disability is defined as an illness or injury that prevents you from working. With government or employer-provided disability benefits, there may be stringent eligibility requirements and the plans may not replace an adequate portion of your salary or may only pay benefits for a specific time period. Purchasing an individual long-term disability plan may be the difference between being able to provide for your family and falling short on your monthly obligations.

Individual long-term disability insurance plans:

  • Typically are more flexible than employer-sponsored plans, and they are portable. This feature of portability simply means you own them as opposed to the employer owning them.
  • Have premiums based upon health, age, gender, salary, benefit limits, and occupation.
  • Will pay you benefits if you are unable to perform the duties of your specific job or could pay benefits if you are unable to work at any job.
  • Are paid for with after-tax dollars; thus, the benefits are not taxable.

There are a number of long-term disability plans available through a variety of well-respected insurance providers. A Stifel Financial Advisor can help you determine which plan is right for you and your family.