Managing Your Cash

Private Client Banking

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

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


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


  • Worldwide ATM access and purchasing power
  • ATM limit: $1,500
  • Point-of-sale limit: $20,000

¹ Stifel|ONE Cash Management Accounts are offered by Stifel, Nicolaus & Company, Incorporated and are not an FDIC-insured product


*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®.


Stifel Wealth Tracker

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

Learn more

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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