It helps you organize your financial life and get a true picture of your investment and financial information. But after Herman Stifel and Henry Nicolaus joined the firm around the turn of the 20th century, it was rebranded as Stifel Investment Company, and eventually became Stifel, Nicolaus Investment Company. Stifel Wealth Tracker is designed for you. 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. Stifel, Nicolaus & Company, Incorporated can trace its roots all the way back to 1890, when it was called Altheimer and Rawlings Investment Co. Additionally, the application can help you better understand certain investments through access to research reports from our nationally recognized equity research partner. Stifel, Nicolaus & Companyorporated manages 132.6 billion and provides investment advisory services for 203,826 clients (1:62 advisor/client ratio). 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. Stifel, Nicolaus & Companyorporated Review Written by Stifel, Nicolaus & Companyorporated, registered in 1975, serves 52 state (s) with a licensed staff of 3,296 advisors. 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. Track your account online in Stifel Wealth Tracker, via and your Stifel Bank mobile app Convenient E-statements 1,000 minimum balance to earn APY Ready to get started Contact Stifel Bank to open your account. 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. 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.
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