![]() ![]() Best of all, as an Wealth Tracker user, personal service is only a click away - whenever you have questions or need assistance, Wealth Tracker can connect you to a Financial Advisor in your area. View your accounts, analyze investments, and access exclusive market updates, research, and more. In the event that you answer the questions incorrectly and are prevented from progressing to the next stage of enrollment, you can either call your Stifel Financial Advisor or Client Services at (866) 697-8433 Monday through Friday from 6 am to 7pm CT or Saturday from 7:30am to 4pm CT and we can assist you with completing this part of the. Get your full financial picture and organize your financial life, with Stifel Wealth Tracker. 7 in terms of number of financial advisors. Additionally, the application can help you better understand certain investments through access to research reports from our nationally recognized equity research partner. Stifel Access has been replaced by Stifel Wealth Tracker. Since our founding in 1890, Stifel has grown to become one of the nations largest wealth management firms, ranking No. When you register for Wealth Tracker, you can complete a risk profile and see if your holdings are aligned with your financial goals, tolerance for risk, and time horizon. The software will track your net worth, monitor your progress toward your goals, perform detailed analysis on your investment portfolio and illustrate your asset and sector allocations. Use Wealth Tracker to securely view all of your financial information – your investment and retirement accounts, checking and savings accounts, mortgage, student loans and other loans, credit cards, and more – in one place. When you register for Wealth Tracker, you can complete a risk profile and see if your holdings are aligned with your financial goals, tolerance for risk, and time horizon. All of your financial information in one place. Available via mobile, tablet, or any computer, Stifel Wealth Tracker is a powerful free service designed to give you a big-picture view of your financial situation so that you can chart a course for your future. We offer a complete range of financial services for the high-net-worth. ![]()
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