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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
Boise
Private Client Group
800 West Main St.
Suite 1260
Boise, Idaho 83702
Gary Whinery
Phone:
(208) 401-2020
(208) 401-2020
Toll-free:
(855) 299-8675
(855) 299-8675
Coeur d'Alene
Private Client Group
2100 Northwest Blvd.
Suite 390
Coeur d'Alene, Idaho 83814
Mic Armon, CFP®, AIF®
Phone:
(208) 765-7005
(208) 765-7005
Toll-free:
(855) 275-9137
(855) 275-9137
Idaho Falls
Private Client Group
900 Pier View Drive
Suite 102
Idaho Falls, Idaho 83402
Brady Burton
Phone:
(208) 524-6900
(208) 524-6900
Toll-free:
(877) 821-5773
(877) 821-5773
Ketchum
Private Client Group
111 N. Main, 3rd Floor Suite B
PO Box 5389
Ketchum, Idaho 83340
Lori Nurge, CFP®
Phone:
(208) 622-8720
(208) 622-8720
Toll-free:
(877) 635-9531
(877) 635-9531
Lewiston
Private Client Group
301 D Street
Suite C
Lewiston, Idaho 83501
Mic Armon, CFP®, AIF®
Phone:
(208) 750-3080
(208) 750-3080
Toll-free:
(866) 363-4554
(866) 363-4554
Pocatello
Private Client Group
305 Yellowstone Avenue
Pocatello, Idaho 83201
Gary Whinery
Phone:
(208) 425-5600
(208) 425-5600
Toll-free:
(888) 708-9718
(888) 708-9718