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track Sync your accounts to get an up-to-date view of your full financial picture. Track your spending patterns, evaluate your net worth, and compare assets and liabilities.
View 12 months of projected income for your Stifel accounts by using historical payment information to forecast future dividends, interest, and principal payments in your accounts.
Use Stifel 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.
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
Clicking on the Your Accounts button in the top left corner of the page lets you see a drop down of all of your Stifel accounts, along with any external institutions and manual assets you may have added. Select one account from this list to show a more detailed view of that account in Stifel Wealth Tracker.
Download Stifel Wealth Tracker to access these features and many more. Get started now or contact Tracker Support with any questions: (866) 697-8433. wealthtracker@stifel.com.
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
Jan 22, 2024 · 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...
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.
Jun 12, 2020 · We saw a need to help you become better organized, so we built Stifel Wealth Tracker. Discover all that the app has to offer and the impact it can have on your path to financial independence...
