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.
(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.
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
C’mon fix this issue
Limited Functionality
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.
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Limited Functionality
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.
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Great App for Wealth Management
This is one of the best apps that I’ve seen for managing my wealth and viewing stocks.
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.
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.
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.
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.
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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.
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.
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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 please
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Update is terrible
Update on 3/13/2024 is terrible. The print is too small and really hard to see on the white background. Harder to navigate than the previous version. Please revert back to previous version.
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?
Update is HORRIBLE!!
The app was fine! The new layout is hard to navigate, hard to see what account is what. It was simple and easy to see at a glance. This new version is AWFUL!!!!!! 3/13/23
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.
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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%.
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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.
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.
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Not 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.
