Getting Started

Welcome to Stifel Wealth Tracker!

First, take a few minutes to watch "Your Guide to Stifel Wealth Tracker" for an overview of everything the app has to offer:

Next, follow these steps to get up and running with the app:

1. Get enrolled

To get started, download the Stifel Wealth Tracker app or visit https://tracker.stifel.com/ and enroll now.

Check out the Enrollment Guide for help and to find answers to common questions.

2. Verify your Stifel client account

If you are a Stifel client, make sure to verify your client account to securely link it to Stifel Wealth Tracker.

You might have already verified your account while enrolling. If not, you can use the Menu to go to the Manage Accounts Page, then click Connect Stifel Accounts to verify at any time.

3. Build your Balance Sheet

Start adding accounts to Wealth Tracker. Each account you add will contribute to your personal balance sheet and give you a more complete view of your financial life.

Link Your Financial Accounts
Add Manual Assets and Liabilities (like the value of your home)

4. Organize your Accounts

Stifel Wealth Tracker was designed to let you seamlessly switch your view between just one account, different groups of accounts, or all your accounts at once.

Learn how to select different groups of accounts on each page with the Account Selection Dropdown
Learn how to Create Account Groups (like "Retirement" and "Kids") for easy switching on any page

5. Stay informed!

Check back often in order to:

Stay on top of your daily movers and more on the Home Page, and get more details on the Holdings Page.
Read the latest news about markets, the economy, and the stocks you're interested in
Review your historical net worth, and all the parts of your balance sheet, as the values change over time.
Learn from our award-winning market research
And more

Need More Help?

Do you have a question or issue that is not covered here? Check out the related pages below, or please email us at wealthtracker@stifel.com for more help.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this website is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly-owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.