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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
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

Download Stifel Wealth Tracker

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List of Mutual Fund Companies

Mutual Fund Companies Paying Revenue Sharing:

Allianz Global Investors
American Funds
Franklin Templeton Investments
Hartford
John Hancock Funds
Oppenheimer Funds
Pacific Life Funds
PIMCO
Putnam Investments
Wells Fargo Advantage Funds