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. Additionally, the application can help you better understand certain investments through access to research reports from our nationally recognized equity research partner. 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. Stifel, Nicolaus & Company, Incorporated Member SIPC & NYSE One Financial Plaza 501 North Broadway St. 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.
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