# Stifel Wealth Tracker

> Consolidated financial tracking and investment analysis service. (iPhone/iPad app by Stifel Financial Corp..)

- Source: https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137 (this page in markdown: same URL + `.md`)
- Developer: [Stifel Financial Corp.](https://appshunter.io/developer/592251022)
- Category: Finance, Business
- Price: Free
- Rating: 3.20/5 from 183 App Store ratings · 50 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 115 MB
- Languages: American English, Korean, Brazilian Portuguese, Chinese (Simplified, China), Mexican Spanish, Chinese (Traditional, Hong Kong SAR China)
- Released: 2018-04-28
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137/reviews.md

## What is 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. 
Securely view all 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 a detailed analysis of your investment portfolio, and illustrate your asset and sector allocations. 
Additionally, the application can help you better understand your investments through access to research reports from Stifel’s nationally recognized equity research. 
Best of all, as a Stifel Wealth Tracker user, personal service is only a click away – whenever you have questions or need assistance, Stifel can connect you to a financial advisor in your area.

## Key features

- 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

## What do users think of Stifel Wealth Tracker?

Overall sentiment: negative

**Pros**

- 👍 Intuitive UI and navigation
- ✅ Improved stability recently
- 💡 Great idea for wealth management
- 📊 Helpful for viewing balances
- ✨ Nice visual appearance

**Cons**

- 🐛 Woefully basic and buggy
- 📉 Limited functionality
- 🐌 Slow to load
- ❌ Inaccurate account balances
- 🚫 Can't view individual stock info
- 😩 Tiring multi-factor authentication
- 😵 Confusing display
- 📱 Text too small
- 🚧 App still in beta
- ⚠️ Not trustworthy
- 👎 Old app and website much better

**Commonly reported bugs**

- Multi-factor authentication required every login
- MFA codes taking minutes to arrive
- Portfolio account vanished
- App constantly crashes
- Individual stock information shows a blank screen
- Linked accounts not updating with current balances
- Side 'need help' floating button blocks text
- Cannot hide non-existent 0 balance bank accounts
- Unrealized capital gains buried in menus
- Cannot access account documents
- External accounts not syncing properly
- Secondary authentication for outside accounts works intermittently
- Manual assets do not allow for depreciation/appreciation entry
- App logs out frequently
- Unknown error occurred when linking accounts
- Research reports not pulling up
- Can't get past login screen (endless spinner)
- Every menu option displays logo and blank screen
- Touch ID/Face ID not working
- App won't open, disappears after starting
- App does not reflect real value of accounts
- Closing prices of funds not correctly loaded
- Unable to access accounts after registration

**Most requested features**

- Ability to transfer funds to accounts
- More user ability to hide/customize account display options
- Fix individual stock information display
- Revert to previous version
- Add support for closed end funds
- Fix projected income calculation for special dividends
- Add support for Benefits Wallet/Bank of Mellon and Guild Mortgage
- Ability to view older research reports
- Better view of holdings, including position price per share
- Dark mode option

## Recent user reviews (10 of 50)

All indexed reviews: https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137/reviews.md

### 5/5 — Much Improved

*2025-10-07*

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

### 1/5 — Limited Functionality

*2025-10-06, version 20.0.250900*

(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.

### 1/5 — Limited Functionality

*2025-08-21, version 20.0.250701*

(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.

### 1/5 — Worst App Ever

*2025-08-12, version 20.0.5100*

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

### 1/5 — This app constantly crashes

*2025-03-27, version 18.1.5100*

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

### 2/5 — Limited Functionality

*2025-03-21*

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 still can’t transfer cash.  Customer service was friendly but had very limited explanations for the fund transferring limitations.  And 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.

### 2/5 — Limited Functionality

*2025-02-19*

This app is adequate for checking your balances…and that’s about it.  But even then, stock prices are 15 minutes delayed.  The transferring of funds abilities seem very limited.  Outside accounts are shown to be synched, but still can’t transfer cash.  Customer service was friendly but had very limited explanations.  The UI is intuitive and easy to navigate, but the app as a whole is enough to make you want to transfer your holdings to another online broker that has much more functionality.

### 5/5 — Great App for Wealth Management

*2025-02-05*

This is one of the best apps that I’ve seen for managing my wealth and viewing stocks.

### 1/5 — Not very user friendly

*2024-08-07*

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.

### 1/5 — New update is terrible

*2024-03-27*

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.

## Frequently asked questions about Stifel Wealth Tracker

### 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.

## Version history (last 5 releases)

### 21.0.260601 — 2026-07-28

General updates and new feature enhancements.

### 21.0.260100 — 2026-06-23

General updates and new feature enhancements.

### 20.0.260100 — 2026-04-29

General updates and new feature enhancements.

### 20.0.250900 — 2025-10-01

General updates and new feature enhancements.

### 20.0.250701 — 2025-08-20

General updates and new feature enhancements.

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## More apps by Stifel Financial Corp.

- [Stifel Bank](https://appshunter.io/ios/app/stifel-bank/id1144090775)
- [Stifel Bank Central Business](https://appshunter.io/ios/app/stifel-bank-central-business/id1482274444)
- [Stifel Treasury Business Card](https://appshunter.io/ios/app/stifel-treasury-business-card/id6762361440)
- [Stifel Bank Treasury](https://appshunter.io/ios/app/stifel-bank-treasury/id6785553591)

All apps by Stifel Financial Corp.: https://appshunter.io/developer/592251022

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-19.*