Stifel Wealth Tracker

Stifel Wealth Tracker

by Stifel Financial Corp.

183 ratings
50 reviews
Free

Details

  • Released
  • Updated
  • April 28, 2018
  • July 28, 2026

Features

Stifel Wealth Tracker screenshot #1 for iPhone
Stifel Wealth Tracker screenshot #2 for iPhone
Stifel Wealth Tracker screenshot #3 for iPhone
Stifel Wealth Tracker screenshot #4 for iPhone
Stifel Wealth Tracker screenshot #5 for iPhone
Stifel Wealth Tracker screenshot #6 for iPhone
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About

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Consolidated financial account view
Net worth tracking
Goal progress monitoring
Investment portfolio analysis
Asset and sector allocation illustration
Access to research reports
Connect with financial advisors
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What users say

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What's New in Stifel Wealth Tracker

21.0.260601

July 28, 2026

General updates and new feature enhancements.

User reviews

Much Improved

Wealth Tracker has been great for staying on top of my various accounts and has been way more stable recently. Props to the developers

Limited Functionality

(Edit: The update on 8/20/25 has resulted in requiring multi-factor authentication every single time I log in, even after clicking “register device.” It’s tiresome.)

(Edit: 10/6/25 and the endless multi-factor authentication text code requirements for iPad continue. But now the codes are taking minutes to arrive and are stacking up. iPhone has no log-in problems. So why can’t this be fixed?)

This app is adequate for checking your balances…and that’s about it. But even then, stock prices are 15 minutes delayed. The ability to transfer funds seems very limited; outside accounts are shown to be synched, but I still can’t transfer cash. Customer service was friendly but had very limited explanations for the fund transferring limitations. And I can’t seem to view individual stock information, it’s just a blank screen. The UI is intuitive and pretty easy to navigate. But overall, the app is woefully basic and buggy.
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Limited Functionality

(Edit: The update on 8/20/25 has resulted in requiring multi-factor authentication every single time I log in, even after clicking “register device.” It’s tiresome.)

This app is adequate for checking your balances…and that’s about it. But even then, stock prices are 15 minutes delayed. The ability to transfer funds seems very limited; outside accounts are shown to be synched, but I still can’t transfer cash. Customer service was friendly but had very limited explanations for the fund transferring limitations. And I can’t seem to view individual stock information, it’s just a blank screen. The UI is intuitive and pretty easy to navigate. But overall, the app is woefully basic and buggy.
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Worst App Ever

I would give it 0 stars if the review platform allowed it. My portfolio account simply vanished from the app.

This app constantly crashes

Two days in a row I’ve been trying to get onto my account and it’s constantly crashing this app.
C’mon fix this issue

Developer apps

User experience

🐞

Reported Bugs

23 issues

Multi-factor authentication required every login

Bug

MFA codes taking minutes to arrive

Bug

Portfolio account vanished

Bug

App constantly crashes

Bug

Individual stock information shows a blank screen

Bug

Linked accounts not updating with current balances

Bug

Side 'need help' floating button blocks text

Bug

Cannot hide non-existent 0 balance bank accounts

Bug

Unrealized capital gains buried in menus

Bug

Cannot access account documents

Bug

External accounts not syncing properly

Bug

Secondary authentication for outside accounts works intermittently

Bug

Manual assets do not allow for depreciation/appreciation entry

Bug

App logs out frequently

Bug

Unknown error occurred when linking accounts

Bug

Research reports not pulling up

Bug

Can't get past login screen (endless spinner)

Bug

Every menu option displays logo and blank screen

Bug

Touch ID/Face ID not working

Bug

App won't open, disappears after starting

Bug

App does not reflect real value of accounts

Bug

Closing prices of funds not correctly loaded

Bug

Unable to access accounts after registration

Bug

Requested Features

10 requests

Ability to transfer funds to accounts

Feature

More user ability to hide/customize account display options

Feature

Fix individual stock information display

Feature

Revert to previous version

Feature

Add support for closed end funds

Feature

Fix projected income calculation for special dividends

Feature

Add support for Benefits Wallet/Bank of Mellon and Guild Mortgage

Feature

Ability to view older research reports

Feature

Better view of holdings, including position price per share

Feature

Dark mode option

Feature

FAQ

What does Stifel Wealth Tracker do?

Stifel Wealth Tracker is a free service that provides a comprehensive overview of your financial situation. It allows you to securely view all your financial accounts, including investments, loans, and credit cards, in one place. The app helps you track your net worth, monitor progress towards financial goals, and analyze your investment portfolio.

What are the key features of Stifel Wealth Tracker?

Key features include consolidating all financial information into a single view, tracking net worth, monitoring progress towards financial goals, performing detailed investment portfolio analysis, illustrating asset and sector allocations, and providing access to research reports from Stifel’s equity research. Users can also connect with a local financial advisor.

Is Stifel Wealth Tracker free to use?

Yes, Stifel Wealth Tracker is a free service. There are no costs associated with using the platform to track your finances and investments. The app does not have in-app purchases or ads.

What devices is Stifel Wealth Tracker compatible with?

The service is accessible via mobile devices, tablets, and any computer. This allows users to manage their financial overview from various platforms and locations.

How can Stifel Wealth Tracker help me with my finances?

This app helps you gain a big-picture view of your financial situation, enabling you to chart a course for your future. By consolidating your accounts, tracking your net worth, and analyzing your investments, you can make more informed financial decisions and work towards achieving your goals.