We built Stifel Wealth Tracker to put you in control of your financial life and data. Your personal data belongs to you; and it is only valuable to us as the foundation of a trusting relationship.

Stifel Wealth Tracker will track your net worth and monitor your progress toward your goals. Additionally, Stifel Wealth Tracker gives you access to research reports from Stifel’s nationally …

View 12 months of projected income for your Stifel accounts by using historical payment information to forecast future dividends, interest, and principal payments in your accounts.

To make document delivery changes, log in to Wealth Tracker, select Document Center from the main menu, then select Delivery Preferences from the top navigation.

Wealth Tracker allows you to view your current and previous Stifel account statements. You can view the statements within the application or download the document to be able to view as a …

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Track your household spending – Stifel and outside accounts. Delve Deeper with the 12-month spending and savings chart. This chart will separate discretionary and non-discretionary …

Move money between your Stifel accounts – and to and from accounts at other banks. You can safely control your money wherever you are using the Stifel Wealth Tracker mobile app or …

Securely sign in to access your Stifel Wealth Tracker account and manage your financial information.

Stifel Wealth Tracker helps you manage your finances, track net worth, and organize your financial life effectively.