Stifel Financial

aid: stifel-financial
name: Stifel Financial
description: Stifel Financial is a financial services holding company whose subsidiaries provide securities brokerage, investment
  banking, trading, investment advisory, and related financial services to individual investors, corporations, and government
  entities. Stifel bank accounts are accessible via open banking data aggregators including Plaid and Finicity (Mastercard)
  for third-party financial applications.
type: Index
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
tags:
- Finance
- Wealth Management
- Investment Banking
- Open Banking
- Financial Services
- Fortune 1000
url: https://raw.githubusercontent.com/api-evangelist/stifel-financial/refs/heads/main/apis.yml
created: '2026-05-02'
modified: '2026-05-02'
specificationVersion: '0.19'
apis:
- aid: stifel-financial:stifel-bank-finicity
  name: Stifel Bank Finicity Integration
  description: Stifel Bank account data accessible via Finicity (Mastercard) open banking aggregation API, enabling third-party
    applications to retrieve account balances, transaction history, and investment portfolio data.
  humanURL: https://fintable.io/coverage/banks/United%20States/4445_stifel
  tags:
  - Open Banking
  - Financial Data
  - Account Aggregation
  - Finicity
  properties:
  - type: Documentation
    url: https://developer.mastercard.com/open-banking-us/documentation/
- aid: stifel-financial:stifel-bank-plaid
  name: Stifel Bank Plaid Integration
  description: Stifel Trust Company account data accessible via Plaid open banking aggregation API, enabling third-party applications
    to access financial account data through standardized connectivity.
  humanURL: https://fintable.io/coverage/banks/United%20States/31584_stifel-trust-company-client-point
  tags:
  - Open Banking
  - Financial Data
  - Account Aggregation
  - Plaid
  properties:
  - type: Documentation
    url: https://plaid.com/docs/
- aid: stifel-financial:stifel-wealth-tracker
  name: Stifel Wealth Tracker
  description: Stifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account
    performance, holdings, and financial activity online.
  humanURL: https://www.stifel.com/Tracker/Support/Overview
  tags:
  - Wealth Management
  - Portfolio Management
  - Client Portal
  properties:
  - type: Documentation
    url: https://www.stifel.com/Tracker/Support/Overview
common:
- type: LinkedIn
  url: https://www.linkedin.com/company/stifel-financial
- type: Website
  url: https://www.stifel.com
- type: Technology
  url: https://www.choosestifel.com/technology/
- type: Open Banking Tracker
  url: https://www.openbankingtracker.com/provider/stifel-bank-personal/apis
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com