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Stifel Wealth Tracker

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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Please note:
For security purposes, Stifel clients should not include the following in any e-mail correspondence with Stifel:
* Account Numbers
* Client Account Access User Names
* Passwords
* Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:
* Purchase or sale orders
* Instructions for the transfer or disbursement of funds
* Changes of address

Branches by State

Branch Location
Manchester Center
Private Client Group
647 Depot Street
Manchester Center, Vermont 05255
Bill Hadden
Phone:
(802) 362-4111
(802) 362-4111
Toll-free:
(866) 436-2560
(866) 436-2560
St. Johnsbury
Private Client Group
1197 Main Street
Second floor
St. Johnsbury, Vermont 05819
Michael LeClair
Phone:
(802) 751-0500
(802) 751-0500
Toll-free:
(866) 590-0910
(866) 590-0910