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

2 Year Update: they just pushed another full screen announcement about tax docs that makes the app unusable. 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 works alright so long as they aren't trying to tell you anything.

Great! When it works.. about 50% of the time. The cog shows up, doesn't load, down for maintenance. Other than that, a good snapshot of your account.

Recent update removed "holdings" view for an account group. No longer any way to view cumulative holdings of specific positions across accounts.

What’s new

General updates and new feature enhancements.