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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
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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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Michael W. Brown

Michael W. Brown

Former Vice President and Chief Financial Officer
Microsoft Corporation

Mr. Brown is former Chairman of the NASDAQ Stock Market Board of Directors, a former governor of the National Association of Securities Dealers, and former Vice President and Chief Financial Officer of Microsoft Corporation, where he was responsible for the company’s worldwide information technology, manufacturing and operations, finance, and business development organizations.

Prior to joining Microsoft, he worked 18 years for the accounting firm Deloitte & Touche LLP, where he served as Managing Partner of the firm’s Seattle Emerging Companies Practice and their Bellevue practice office.

Mr. Brown is a director of VMWare, Inc., Insperity, Inc., and EMC Corporation. Mr. Brown also serves or has served as a director, trustee, of several private businesses and civic or charitable organizations.

Mr. Brown holds a Bachelor of Science in Economics from the University of Washington in Seattle.