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Stifel Wealth Tracker

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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

Download Stifel Wealth Tracker

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Submit a Privacy Request

For California Residents Only

Note for authorized agents: Do not use this form; instead, please contact Stifel Support at (800) 679-5446.

Please answer these six questions to complete your request.

1. Stifel subsidiary

"Stifel" refers to the following subsidiaries. Check the ones you have or had a relationship with.

2. Request type

Specify your request type.

3. Report type

Check all that you want to know about your personal information.

4. Delivery Preference

Pick your preferred method for receiving the personal information report.

5. Relationship type

Select all your current or past relationships with Stifel. Here, "employee" includes contractors and job applicants.

6. Contact Information

Please fill out the following information about yourself so that Stifel can contact you with additional details and also verify your identity if needed.

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