Leave a Review Stifel Wealth Tracker
Not very user friendly
Probably one of the worst investment apps out there. Somewhat difficult to find the transaction you are looking for and you are very limited as to what you can actually do with the app.xqwe12
New update is terrible
There was nothing wrong with the previous version of this app. Aside from the occasional bugs that needed updating, the older version was more user friendly and simplistic. The newer version has been nothing but a headache.SirTofJ
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.Show lessMikeW2k
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.Show lessEd3454
New update is horrible
Not sure why a so so app had to be updated to a horrible app? Slow to load, text too small to read, many times I get can’t connect to service try again…Simple things to find like unrealized capital gains are now buried in the menus with no way to set a default view….fix it or revert to the previous version pleaseShow lessssssssssssssssssss!!!
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?Not useful anymore
The app worked just fine until maybe two updates ago. Now the information is a jumbled mess with different numbers superimposed in each other. A lot of the functions simply just won’t work now. For example, I am not able to access any of my account documents. The app as a whole is nearly unusable; I only use it check account totals now.Show lessElizabethR111
Incomplete and Incorrect
Two years ago I gave Wealth Tracker two stars. Now it’s one. There is no information available about closed end funds. If you enter a CEF symbol, it tells you it cannot generate information on that symbol. I’ve complained about it for well over a year but it’s never been fixed. So if I need information on a CEF, I need to go elsewhere. Also for your projected income, it figures in special dividends as the actual dividend so that the projected income is incorrect most of the time. One time it told me that one of my stocks was paying 1.05%, when the actual yield was 6.30%.Show lessAlanMMM
Update review
**7/12 update
External accounts are linked and syncing well now. Face ID works all the time. Still the info displayed is jumbled and hard to read. Layout is just meh.
My fidelity account syncs fine but does not display my CD purchase and all of my stocks and stock awards in fidelity show up as $0.00. Not sure what’s up with that.
Benefits Wallet/Bank of Mellon is not available to add as well as Guild Mortgage. This is more of a plaid/company issue but would like to be able to link those accounts.
This is not a ding on the app but a feature not available yet that I’d like to see is the ability to transfer funds to my accounts from my bank. Currently I have to call my advisor to do that. I’d prefer to fund my accounts myself then call my advisor on purchases I’d like to make.
Original review:
Was able to link only one external account out of 4. Face ID is enabled but after some time of not using the app (hours) it requires the password again. It isn’t very user friendly as far as displaying what I want to see and verbiage. Needs work. Just came to Stifel to follow my advisor so I’m stuck with this app. I hope they work on it.Show lessNot good
I was intrigued by Stiffel and looking for a wealth manager. I went to App Store to download and after loading, the app Home Screen only loads “half” on my iPad 😩. Does not inspire confidence in the programming or security. I quickly am moving on.Chuck’s Garage
