Stifel Wealth Tracker User Reviews

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Leave a Review Stifel Wealth Tracker
  • Bad app

    Reminds me of the apps developed years ago. Needs a lot of updating!
  • Won’t open

    The app starts to open then just disappears. Useless if you can’t open it.
  • Helpful but...

    This app is unstable and tries to do too much. I am not going to link my other financial accounts to this app: that would be a threat to my privacy. The old site had less but the information was money easily accessible.
  • Worst app imaginable

    I don’t know who wrote or manages stifel wealth management but it must have been done by chimpanzees. The site goes down once or twice a month. It instills no confidence that Stifel is a well-run company. The poor secretary of the office that I deal withIs on the phone every day to Stifel trying to get bugs worked out for different clients. Has anybody ever tried the Target app? That is an amazingly well written and organized app. In the years that I have used it I have never had a problem. Stifel please get your act together! This has been going on for two years. Inexcusable
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  • Unable to access accounts

    Registered and still unable to see my Stifel account information. What’s the purpose of this app?
  • Not impressed

    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.
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  • Total Garbage

    First they eliminated easy to use app with quick read dashboard. Now they have new app that doesn’t have readily available information and hard to find if even there. Instead of taking cue’s from Robin Hood app they go in the opposite direction. If I didn’t really like my Stifel broker I would leave this company and still may if they don’t get their IT act together
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  • Stifel Employee Review

    Stifel is a wonderful firm to work for. Sadly our tech team is in the dark ages. SWT is the latest example.
  • 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.
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  • App does not reflect real value of accounts

    This app has always been buggy, not letting you log in, not correctly loading data from linked accounts, but now it does not even correctly load closing prices of funds held into your Stifel accounts. Crazy!

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