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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

Reset Password


Enter your Portfolio Tracker username and the e-mail address you gave us during registration, then click "Reset Password" and reset instructions will be sent to you. If your e-mail address has changed, and you no longer have access to your old e-mail account, you will need to contact Client Services.
Please correct the errors and try again.
NOTE: If anyone else has access to this e-mail account, they have the capability to reset your password.