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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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David D. Sliney

David D. Sliney

Chief Operating Officer

Since joining Stifel in 1992, David D. Sliney has worked in a number of capacities, including fixed income trading, capital markets and syndicate, investment banking, technology and operations assimilation, and leading the firm’s merger integration efforts.
As Chief Operating Officer of Stifel Financial Corp., Mr. Sliney is responsible for oversight of technology, operations, and platform development. He previously served as Senior Vice President of Strategic Planning, Technology, and Operations from 2003 to 2018. Prior to that role, Mr. Sliney worked in the firm’s Equity Syndicate department and as a trader in the Fixed Income department.
Mr. Sliney earned a Bachelor of Science in Economics from the Carroll School of Management at Boston College and a Master of Business Administration in Finance and Operations from the Kellogg School of Management at Northwestern University.