Leave a Review Stifel Wealth Tracker
Has too many issues
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 meShow lesschecker-fred
Lacking functionality
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!Show lessAnto Rados
Better, but needs work
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.Show lessCHS Client
Great easy to app
Just loaded all my financials to get the big picture that I can also break into subgroups. No sales pitch and free research.dr.ortho123
Organize your finances!
Works great and much improved!Doc8619
Can’t get past Login
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...Robbie🤓🤓🤓🤓
Update not good
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.plymny
Blank screen
Every menu option displays the logo and a blank screen. Worthlesspaisleypear
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💩Scoty trader
Best aggregator out there!
Love this app. Super helpful in tracking my investmentsMichael Becker 1
