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

Most recent update (from almost a month ago now) has made the app literally unusable on Android. There is a full screen pop-up advertising something about being able to view recently closed accounts. The pop-up extends beyond the edge of the screen in portrait and landscape mode so the 'x' to close the pop-up is offscreen with no other way to close it. I guess they followed the old management mantra: "if it isn't broken, fix it until it is." App worked great before the latest downgrade.

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!

It's not possible to download PDFs in the app (such as tax documents). An incredibly important use case that was missed.

What’s new

General updates and new feature enhancements.