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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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Portfolio Tracker

Upgrade to Stifel Wealth Tracker

Try our FREE app to track your full financial picture, dive deep into your portfolio, and learn more about your holdings with our market-leading research.

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This Portfolio Tracker will be discontinued in Spring 2021.

Please create a free account for Stifel Wealth Tracker.

NOTE: Portfolio Tracker is for simulation purposes only. It is not a trading system and does not interact with any trading platform. All references to "buy" and "sell" relate to adding or removing financial instruments to and from the Portfolio Tracker only. Stylistic and functionality changes are controlled by Reuters Limited.

For Portfolio Tracker assistance, contact Client Services.