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Stifel Wealth Tracker

For Stifel Access, click here
Wealth Tracker screenshot on mobile device

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.

Stifel Access Log In

Corporate Governance

Stifel has a long history of outstanding commitment and service to our clients, shareholders, and associates, as we firmly believe we must earn the utmost respect from these individuals. Stifel believes it is important to share with the public our code of ethics and internal policies. They are designed and implemented to ensure Stifel has superior corporate governance practices.

An important consideration for all companies today centers around corporate governance issues, primarily concerning companies' Board of Directors. The Stifel Board is comprised of eight independent directors and two inside directors. We believe this provides a balance between outside perspective and knowledge of specific business issues impacting our Company.

Above you will find pertinent information regarding our code of ethics and corporate governance guidelines. On behalf of Stifel and our Board of Directors, we hope this information answers any questions you may have and reassures you that our commitment to maintaining the trust of our clients, shareholders, and associates remains strong, now and in years to come.