Stifel Wealth Tracker

Stifel Financial

About this app

Available via mobile, tablet, or any computer, Stifel Wealth Tracker is a powerful free service designed to give you a big-picture view of your financial situation so that you can chart a course for your future.

Securely view all 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.

The software will track your net worth, monitor your progress toward your goals, perform a detailed analysis of your investment portfolio, and illustrate your asset and sector allocations.

Additionally, the application can help you better understand your investments through access to research reports from Stifel’s nationally recognized equity research.

Best of all, as a Stifel Wealth Tracker user, personal service is only a click away – whenever you have questions or need assistance, Stifel can connect you to a financial advisor in your area.

Ratings and reviews

notification pop-ups continue to be a problem as others have mentioned also and it has not been fixed in over a year. they come up partly off the screen and you can't close them because the x is off of the screen and you can't get to anything behind them. in many cases you have to force the application closed. furthermore they've removed the ability to see a graph of your entire portfolio history, all accounts. you can get a graph for each account, but not your entire portfolio

I logged in a user name and password. The next time I tried to use the app it told me my password that I know was correct was wrong. When I tried to reset the password it just took me back to the sign in page and the process repeated. It's a shame they wasted their money on advertising an app that doesn't work.

The Stifel Wealth Tracker app does not reflect the market's changes in real time. It is always 15 minutes behind, so you can't compare your current financial status with the current market's status. What is the purpose of a refresh button if it only shows you your total from 15 minutes ago? On top of that, the refresh feature is painfully slow. Useless!

What’s new

General updates and new feature enhancements.