Stifel Wealth Tracker

3.3
116 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
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
111 reviews
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.
12 people found this review helpful
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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).
1 person found this review helpful
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Jeff Curry
January 30, 2024
I just found out that an upgrade has applied to Stifel Wealth Tracker. I followed instructions without success. I now have no access to the App. I am repeatedly being referred to Play Store. No luck. Please resolve ASAP!
6 people found this review helpful
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What's new

General updates and new feature enhancements.