Stifel Wealth Tracker

3.3
71 reviews
10K+
Downloads
Content rating
Everyone
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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. Use Wealth Tracker to securely view all of 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 detailed analysis on your investment portfolio and illustrate your asset and sector allocations. When you register for Wealth Tracker, you can complete a risk profile and see if your holdings are aligned with your financial goals, tolerance for risk, and time horizon. Additionally, the application can help you better understand certain investments through access to research reports from our nationally recognized equity research partner. Best of all, as an Wealth Tracker user, personal service is only a click away - whenever you have questions or need assistance, Wealth Tracker can connect you to a Financial Advisor in your area.
Updated on
May 24, 2022

Data safety

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No information available
3.3
71 reviews
Boyd Taylor
August 15, 2021
Needs work. Initially I was pleased with the app. After awhile I started having trouble with some of my linked accounts not updating or losing the connection altogether. Currently it is off by about $7k in the total and one account shows no change or activity even though the amount in that account has almost doubled.
9 people found this review helpful
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A Google user
December 4, 2018
The interface makes it impossible to use this app. I have larger text selected to make the phone screens readable but this app just decides to truncate and push everything off the screen. Basic coding requires supporting different environments. If they can't handle larger fonts, what else is amiss.
21 people found this review helpful
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Andrew M
November 2, 2020
Update: biometric sign in has been added! It's a pain to set up and link accounts but once it's working it's great to see everything in once place. Would love to see biometric sign in support so I don't need to type my password every time
14 people found this review helpful
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What's new

Feature enhancement and bug fixes.