Stifel Wealth Tracker 4+

Stifel Financial Corp.

Designed for iPad

    • 3.0 • 99 Ratings
    • Free

Screenshots

Description

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.

What’s New

Version 7.3.5715

General updates and new feature enhancements.

Ratings and Reviews

3.0 out of 5
99 Ratings

99 Ratings

CHS Client ,

Better, but needs work

This app adds some nice displays to the old Stifel client access app, and allows links to accounts outside of Stif, but it is buggy, and some of the displays still need work. For example, daily change and unrealized gain/loss should be on the same display. Based on my initial experience, this app and the desktop version should still be in Beta.

K Sprotte ,

Great idea - but too many issues!

The idea to have all of your assets and liabilities displayed in one app is great. Unfortunately, outside accounts do not sync properly, and secondary authentication for outside accounts only works some of the time. When importing multiple accounts from one bank, one has the option to suppress some of them in the net worth statement. This option is not available for accounts coming from within Stifel - unless an account is manually unchecked every time. Secondary authentication dings to my cell phone every night - for this app trying to update info. Manual Assets do not allow to enter annual depreciation (car) or appreciation (real estate). With several other issues, it is just too frustrating to use this app!

LE trainer ,

Support lacking/does not work properly

Used to be able to link outside accounts, but now it won’t allow. Got lucky once when a pop up warning said it wasn’t working properly and provided a phone number to support. Other than that, good look finding a support contact. Called support and lady had me delete the outside account and re-link. Now it won’t recognize it at all. Support said they would make a ticket to have it worked on. Never heard back from them. This is a poorly made app that is awkwardly laid out and does not properly function, as well as MIA support. I have used other major financial apps and they are way better than this one. I do not recommend this app at all.

App Privacy

The developer, Stifel Financial Corp., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Location

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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