Stifel Vision, powered by Pontera

Get started with Stifel Vision

Include eligible clients’ workplace retirement accounts in broader retirement planning with Stifel vision, powered by Pontera.

Request training

Ask for the Stifel Vision Program Training curriculum.

Request training

Complete training

Stifel will assign the curriculum in your Learning Center. Complete the required modules and wait for Stifel’s confirmation.

Stifel will assign the curriculum in your Learning Center.
Complete the required modules and wait for Stifel’s confirmation.

Meet with a Pontera Advisor Success Manager (ASM)

Once you have completed the training, schedule your onboarding conversation with a Pontera Advisor Success Manager (ASM) for help with your first Vision steps.

Book an ASM meeting

If your email app does not open, send a message to ComplianceTraining@stifel.com with the subject “Stifel Vision Program Training Request.”

If your email app does not open, send a message to ComplianceTraining@stifel.com with the subject: Stifel Vision Program Training Request.

Have a team already working with a Pontera ASM?
Book with your assigned ASM when possible.

Have a team already working with a Pontera ASM? Book with your assigned ASM when possible.

Program availability and eligible accounts are subject to Stifel’s requirements. Consult Stifel’s internal Vision Program resources before beginning a client workflow.

Frequently asked questions

Do I need to complete training before my onboarding conversation?

Yes. Please come to your onboarding conversation having completed Stifel’s Vision Program training to satisfy your training requirement and get the most out of your session.

Can I begin from the Pontera website?

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Product

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Testimonials

Resources