Stifel Wealth Tracker 4+
Stifel Financial Corp.
Designed for iPad
-
- 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.
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.
What’s New
Version 16.0.5904
General updates and new feature enhancements.
Ratings and Reviews
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.
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.
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
Information
- Seller
- Stifel Financial Corp.
- Size
- 130.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, Portuguese, Simplified Chinese, Spanish, Traditional Chinese
- Age Rating
- 4+
- Copyright
- © Stifel Financial Corp.
- Price
- Free
Supports
-
Wallet
Get all of your passes, tickets, cards, and more in one place.