Stifel Wealth Tracker

Stifel Wealth TrackeriPhone Apps

Stifel Wealth Tracker

Stifel Wealth Tracker

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.


Download

Price:Free

Download the[Stifel Wealth Tracker]@iPhone App

Download the APP!
Stifel Wealth Tracker|Download the iPhone APP from AppStore




Evaluation at the itunes store

Evaluation of iPhone App [Stifel Wealth Tracker] at itunes store

  • newest version:3.7 out of 5 stars (3.7 / 5)3.70175
  • All versions:3.7 out of 5 stars (3.7 / 5)3.70175

Number of people evaluated:57

Price:Free


ScreenShots

Screenshots of iPhone Apps [Stifel Wealth Tracker]

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(c)Stifel Financial Corp.


People reviews

Impression and review of people to iPhone App [Stifel Wealth Tracker]!

  • Not trustworthy
    by Luckyfordogs on 2021-01-08 at 1:30 AM

    Given I have the majority of my nest egg in Stifel - I do not have confidence that their customer information systems are up to date. Therefore I feel I am “locked out” of knowing the full & complete status of my portfolio. This is unacceptable and I do not have confidence that my nest egg is safe.

  • Functionality improving each update
    by FormerMemberFriese on 2020-12-15 at 6:50 PM

    Good base level aggregator with enhanced functionality each update that comes out. Also gets access to some really good research.

  • Still doesn't work
    by ML82 on 2020-12-05 at 4:43 AM

    Stifel wouldn't let me log into the app before the update and still doesn't. Customer service has been useless. I can use wealth tracker website I guess but honestly, Stifel is a very technically-backwards brokerage.

  • Great idea - but too many issues!
    by K Sprotte on 2020-11-10 at 4:12 PM

    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!

  • Logs me out for no reason
    by Gametime Rick on 2020-10-28 at 7:12 PM

    I have the app open and when I navigate between screens I am logged out for no reason. At least I have face recognition turned on so logging back in is easy but a nuisance.

  • Doesn’t work
    by jason4023123 on 2020-08-13 at 9:06 PM

    Downloaded and linked 1 of my accounts and says “unknown error occurred” nothing I do corrects it!

  • Has too many issues
    by checker-fred on 2020-07-23 at 3:12 AM

    I like to look at the research reports but can’t go back past the current day. Same with the daily research. Once they’re gone they’re gone. Now today, I can’t even get the reports to pull up. I click and nothing happens. There needs to be a better view of the holdings. On my equities, I can’t see position price per share. So I have to manually calculate that. Just needs lots of work. I’ve called Stifel twice too asking about viewing the older reports and both times, no one gets back with me

  • Barely works
    by Tincup76 on 2020-06-30 at 4:57 AM

    Works great if you can get all your accounts “fixed”. Almost impossible to get it completely updated with most up to date values. Conceptually a great idea, but way to frustrating to use or recommend. Still too many bugs even with the newer release. The syncing aspect and updating doesn’t work in mobile version. Could be something if the basic app features worked consistently.

  • Lacking functionality
    by Anto Rados on 2020-06-20 at 5:26 PM

    I like the idea of the app, and was hoping that a financial institute would put more effort into it. After linking all of my accounts, which is actually impressive considering the issues with Plaid and Auth... once I had everything linked, unfortunately, none of the screens loaded any data... not sure where to go from there but all of my devices are listed as compatible. Hanging on to the app just because it has potential, but not actually able to use it at this time. Hopefully soon!

  • Better, but needs work
    by CHS Client on 2020-06-11 at 1:57 AM

    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.

  • Great easy to app
    by dr.ortho123 on 2020-06-01 at 2:06 AM

    Just loaded all my financials to get the big picture that I can also break into subgroups. No sales pitch and free research.

  • Organize your finances!
    by Doc8619 on 2020-05-19 at 11:37 AM

    Works great and much improved!

  • Can’t get past Login
    by Robbie🤓🤓🤓🤓 on 2020-02-20 at 3:53 AM

    I logged in once but now it takes forever whenever I try to enter my credentials. Doesn’t load my fingerprint, passcode, or normal password. Just get the endless spinner. Have to just use the website I guess...

  • Update not good
    by plymny on 2020-02-11 at 3:29 AM

    The app was under maintenance for about 2 weeks. I thought it would be better after the update. It is so much worse. It seems like it is still under construction.

  • Blank screen
    by paisleypear on 2019-12-10 at 11:22 AM

    Every menu option displays the logo and a blank screen. Worthless

  • 💩
    by Scoty trader on 2018-08-17 at 10:02 PM

    💩

  • Best aggregator out there!
    by Michael Becker 1 on 2018-05-01 at 9:17 PM

    Love this app. Super helpful in tracking my investments


Change log

Update history of iPhone App [Stifel Wealth Tracker]

General updates and new feature enhancements.
(c)Stifel Financial Corp.

details

iPhone App [Stifel Wealth Tracker] Other details

  • Sales maker:
    Stifel Financial Corp.
  • Release date:
  • Version:7.0.5618
  • Price:Free

Download

Download the[Stifel Wealth Tracker]@iPhone App

Download the APP!
Stifel Wealth Tracker|Download the iPhone APP from AppStore




Comments

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