Managing Your Cash

Private Client Banking

Connect with your Stifel Financial Advisor to learn about solutions to support your everyday cash and savings goals.

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Saving & Spending

Manage your everyday finances

A key factor in achieving long-term financial success is successfully managing your money on an everyday basis. For valued clients of Stifel we offer the tools to efficiently manage your day-to-day cash flow needs.

Stifel|ONE Cash Management Accounts – debit card, checks, digital transfers, and bill pay in Stifel Wealth Tracker

A Stifel|ONE Cash Management Account (CMA)¹ gives you the ability to transact on the cash in your brokerage account while also putting your money not needed for spending to work through investments within a single account.

  • Stifel|ONE Cash Management is a built-in feature of Stifel brokerage accounts
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Simple

  • No fees
  • No hassles
  • No minimums
  • Contactless payments
  • Digital wallet enabled
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Powerful

  • Strong spending power
  • Daily ATM limit: $1,5002
  • Daily point-of-sale limit: $20,000
Stifel One Debit Card

1 Stifel|ONE Cash Management Accounts are offered by Stifel, Nicolaus & Company, Incorporated and are not an FDIC-insured product
2 Subject to limits imposed by the owner of the ATM, which may be lower than the $1,500 daily limit set by Stifel.

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Innovative ways to manage your cash

Beyond Cash Management Accounts, Stifel offers a full suite of services to help you manage your long-term investments and tools to efficiently organize your daily needs. Contact your Stifel Financial advisor to learn more, including details on FDIC-insured products.

Stifel Smart Rate Program

Earn a competitive rate while keeping your cash balances at Stifel-affiliated banks through your Stifel brokerage account. Contact your Stifel Financial Advisor.*

Insured Cash Sweep Program

Offers expanded FDIC protection in one convenient account. ICS is a smart and secure way to place large cash deposits directly through a Stifel-affiliated bank. Contact your Stifel Financial Advisor.**

Stifel Insured Bank Deposit Programs

Available cash in your securities account is automatically swept into interest-bearing deposit accounts at four or more FDIC-insured banks. Contact your Stifel Financial Advisor.*

*Offered by Stifel, Nicolaus & Company, Incorporated
**Offered by Stifel Bank and Stifel Bank & Trust

Credit Cards: Build for how you pay

Stifel offers credit cards to suit clients’ needs, from our flagship Stifel|ONE World Elite Mastercard® to our convenient Stifel Attain Mastercard®.

Learn about our cards
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Stifel Wealth Tracker

Manage your banking in one convenient place with Stifel Wealth Tracker.

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Supporting your everyday cash & savings goals

We safeguard your money as if it were our own, and we take a different approach to wealth management. At Stifel, we have the knowledge, experience, and resources to help you address even the most complex needs.

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Private Client Banking

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