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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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Mark P. Fisher

Mark P. Fisher

Senior Vice President, General Counsel and Corporate Secretary

Mark P. Fisher is General Counsel of Stifel Financial Corp., with responsibility for the firm’s legal, compliance, and internal audit functions.

Mr. Fisher joined Stifel in 2010 following its acquisition of Thomas Weisel Partners, where he served as General Counsel and Corporate Secretary. Prior to joining Thomas Weisel Partners, Mr. Fisher was an associate at Sullivan & Cromwell LLP in New York.

Mr. Fisher earned an A.B. from Stanford University, a Ph.D. in Economics from University of Chicago, and a J.D. from Harvard Law School and is a member of the New York state bar.