Stifel Wealth Tracker

3.2
121 reviews
10K+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image

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.
Updated on
Jan 22, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Photos and videos, App activity and 2 others
This app may collect these data types
Location, Personal info and 5 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

3.2
116 reviews
Tyler Wood
April 4, 2024
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.
1 person found this review helpful
Did you find this helpful?
Bryan Redeagle
March 9, 2024
App is usually pretty good, but the latest update has added a pop up box that tells you about the app showing closed accounts. You cannot close this box because it draws off the screen where the button is, and clicking outside the box doesn't close it. This app is unusable.
15 people found this review helpful
Did you find this helpful?
john Rodney
March 15, 2024
They've been bragging about the update coming on March 13th 2024 ... well, first impression is ... I'm NOT impressed (on an Android phone). Seems to be put in all the stifel accounts first and just much more difficult to navigate (I know, initial reaction).
3 people found this review helpful
Did you find this helpful?

What's new

General updates and new feature enhancements.