If you searched "Stifel wealth tracker," you probably fell into one of two camps:
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You're a Stifel client who wants to know what the tool does, or
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You're looking for a wealth tracking tool and Stifel's name came up in your research.
This post covers both. The short version: Stifel Wealth Tracker is a free app, and you don't need to be a Stifel client to use it.
Everything below about Stifel comes from Stifel's own pages, checked in October 2026.
What Is Stifel?
Stifel Financial Corp is a full-service wealth management and investment banking firm headquartered in St. Louis. Its predecessor was founded in 1890, and it reported $587.6 billion in total client assets at the end of August 2026.
It is a traditional brokerage and wealth manager, not a fintech startup. That shapes the tracker: it's a tool from a firm that sells advice.
What Is the Stifel Wealth Tracker?
Stifel Wealth Tracker is a free financial management app from Stifel, available on the web and as a mobile app.
What it does, according to Stifel:
- Connects to more than 14,000 financial institutions, so investment and retirement accounts, checking and savings, mortgages, student and other loans, and credit cards show up in one place
- Tracks your net worth and your progress toward goals
- Tracks spending and compares your assets and liabilities
- Analyzes your investment performance
- Gives access to market news and research reports
- Puts a Stifel financial advisor "a call or click away"
What Stifel clients get on top: realized and unrealized gains and losses, plus statements, trade confirmations and tax forms.
Who Can Use It?
Anyone in the US. Enrollment asks whether you're an existing Stifel client. Clients add an account number. If you're not a client, you confirm that you're in the US. Stifel's support page says non-clients outside the US can't enroll, and international clients have their own setup guide.
You'll need a name, email address, phone number, username and password. Stifel's enrollment guide also lists a Stifel account number, date of birth and Social Security number among its additional fields, followed by identity-verification questions. It doesn't say which of those apply to non-clients, so read what you're asked before you enter anything.
Looking for the Stifel Wealth Tracker login? Sign up through stifelwealthtracker.com, which redirects to stifel.com/tracker, and log in at tracker.stifel.com. The login page has a "Forgot Password?" reset. Stifel's own support line is wealthtracker@stifel.com or (866) 697-8433. Wealth Potion isn't affiliated with Stifel and can't help with account access.
Is It Good?
If your money is at Stifel, it's the obvious view of those accounts, with your statements, trade confirmations and tax forms alongside.
If it isn't, it's a free app that pulls in accounts from other institutions, the same kind of product as Empower's dashboard. Two things to weigh:
- It asks for access to each institution you link. That's how every tracker that aggregates accounts works. Stifel's pages don't say which aggregation provider sits behind it.
- It's a wealth manager's app. Stifel's own page says an advisor is "just a call or click away." That's the business model: a free tool inside a firm that sells advice. Fine if you want that. Worth knowing if you don't.
Stifel, Empower or Wealth Potion?
| Stifel Wealth Tracker | Empower | Wealth Potion | |
|---|---|---|---|
| Cost | Free app | Free dashboard | Free with signup |
| Built by | A brokerage and wealth manager | A wealth manager | Wealth Potion |
| How accounts get in | Links 14,000+ institutions | Links institutions through Yodlee | You add accounts yourself, no bank link |
| Spending | Tracks spending | Budgeting & Cash Flow tool | Auto-Budget, a separate tool |
| Planning | Progress toward goals | Retirement Planner, Portfolio Analysis, fee analyzer | Financial Freedom Calculator, net worth goals |
Empower (formerly Personal Capital) — A free dashboard with a retirement planner, portfolio analysis and a fee analyzer. It links your accounts through a third-party aggregator, so it needs your account credentials. Its paid advisory service starts at $100,000. Full Empower review here.
Wealth Potion — Built for people who don't want to link bank accounts. You add your accounts yourself. Stock, ETF and crypto holdings update from live prices, and everything else you update by hand. Set a net worth goal and track progress toward it, with XP at milestones like your first positive net worth and your first $100K. Free with signup at app.wealthpotion.com.
Manual spreadsheet — Still works. Zero privacy concern, full customization. Tradeoff is no visualization, no milestone tracking, and you have to build the structure yourself.
The Right Question to Ask
"Which wealth tracker should I use?" is the wrong starting question.
The right question is: what do I actually want to see, and how much access am I willing to hand over to see it?
If your money is at Stifel: use Stifel's tracker. You already have the accounts, and it adds your statements and tax forms.
If you want a cross-institution view and you're comfortable linking accounts: Stifel's app and Empower both do it. Empower's free dashboard adds a retirement planner and portfolio analysis.
If you want to track net worth against a goal without any bank connection: Wealth Potion.
FAQ
Can I sign up for the Stifel Wealth Tracker without being a Stifel client? Yes, if you're in the US. Enrollment asks whether you're an existing client. Non-clients confirm they're in the US. Non-clients outside the US can't enroll.
Is the Stifel Wealth Tracker free? Stifel describes it as a free app, available for free download.
Does the Stifel Wealth Tracker connect to outside accounts? Yes. Stifel says it connects with more than 14,000 financial institutions, including banks, brokerages, loans and credit cards.
Where do I log in to the Stifel Wealth Tracker? At tracker.stifel.com. To sign up, start at stifelwealthtracker.com, which redirects to stifel.com/tracker.
What's the best net worth tracker that doesn't require linking bank accounts? Wealth Potion's tracker at app.wealthpotion.com. You add accounts yourself, with no bank link, and it tracks progress toward a net worth goal.
Is Stifel a good wealth management firm overall? That's outside the scope of a tracker review. It depends on your asset level, your advisor relationship, and what you're comparing it to. Before you engage any advisor, ask how they're paid, whether that's a percentage fee, commissions or both, and get the answer in writing.
The Bottom Line
The Stifel Wealth Tracker is a free app, not a client-only portal. If your money is at Stifel, it's the natural view of those accounts. If it isn't, it's one of several free ways to see everything in one place.
The real choice is how much access you're willing to hand over, and who's on the other end of the app. For a net worth tracker with no bank link at all, Wealth Potion is built for that. For a free dashboard that links your accounts and adds retirement planning, Empower is the other option to read about.
Start tracking your net worth without linking a single account — Wealth Potion is free with signup.