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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
Las Cruces
Private Client Group
4400 Sonoma Ranch
Suite D
Las Cruces, New Mexico 88011
Paul Bridgers, CRPC, CPFA
Phone:
(575) 888-3200
(575) 888-3200
Toll-free:
(877) 879-3154
(877) 879-3154
Santa Fe
Private Client Group
130 Lincoln Avenue
Suite I
Santa Fe, New Mexico 87501
Mary Macukas, CFP®, CPWA®
Phone:
(505) 303-4850
(505) 303-4850
Toll-free:
(800) 323-6172
(800) 323-6172