Stifel Wealth Tracker 4+

Stifel Financial Corp.

Designed for iPad

    • 3.2 • 150 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 13.0.5902

UUX 4.5.4.0

Ratings and Reviews

3.2 out of 5
150 Ratings

150 Ratings

MikeW2k ,

Update review

New update is better. Haven’t had a lot of time to look at it yet but had to come here to ask that you please remove the side “need help” floating button. It’s definitely blocking text on the screen which requires scrolling to see it. Annoying. How does that get missed?

The more I look at it the more I’m hating it. The text is really way to small and that horrible floating “need help” button is just in the way and so distracting. Feel like this was on the right track but then just took a wrong turn.

Ed3454 ,

Display too busy and confusing

Accounts at a Glance not accurate showing linked/user supplied accounts. Why even have Accounts at a Glance when there are so many other account options to display?
I do not have a Stifel Bank account but I have multiple Investment accounts. I Cannot hide non existent 0 balance bank account line. Slow to load. Too many drop down/top and bottom menu options that are duplicative and not intuitive.

Linked accounts are not updating with current balances even though showing that they are synced.
Needs to be simplified, with more user ability to hide/customize account display options.

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!

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

Supports

  • Wallet

    Get all of your passes, tickets, cards, and more in one place.

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