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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
Learn more at

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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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Employee/Employer Contribution Plans

SIMPLE IRA (Savings Incentive Match Plan for Employees)

  • Provides an inexpensive 401(k) alternative to businesses with 100 or fewer employees.
  • Employees make pre-tax, salary deferral contributions into IRAs, which are owned and controlled by each employee.
  • Investment flexibility of a brokerage account
  • Employer must elect annually to make a required contribution in one of two ways:
    • Employer match of employee's salary deferral contribution dollar-for-dollar up to 3% of compensation, or
    • Employer contribution of 2% of each eligible employee's compensation

401(k) Plan

  • A 401(k) Plan is a profit sharing plan that allows employees to make a pre-tax salary deferral contribution.
  • In addition, the employer may make discretionary contributions in the form of a match or profit sharing contribution.
  • Typically, contributions are not mandatory (unless plan is Top Heavy or a Safe Harbor Plan).

Individual 401(k)

With these plans, a future income distribution is promised (or defined) and limited. The account value at retirement is known.

  • 401(k) plans are now a viable alternative for any owner-only business (or owner and their spouse, or partnerships).
  • An Individual 401(k) plan may allow business owners greater contribution levels when compared to a SEP IRA or Profit Sharing Plan.
  • This plan is not designed for businesses with employees or businesses planning on hiring employees.
  • Since there are no employee participants, the plan's administrative costs are relatively low compared to traditional 401(k) plans.