Stifel Wealth Tracker vs Equitable Mobile App

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.

Our Equitable Mobile app offers new features and functionality so you can manage your accounts on the go. Convenient access to your accounts: • Support for touch FaceID® and TouchID® • View all your Equitable accounts in one view • Access to up to seven years’ worth of documents where available Manage your accounts and investments in one place: • Review activity and balances • Research and change your investment options • Keep your important information up to date under profile • Schedule and make payments Helping you stay connected: • Find your Financial Professional’s contact information • Chat with customer service during business hours for available products Our Equitable Mobile app is protected by safeguards similar to those we use to protect your privacy and security online. You can visit our usage agreement and online privacy policy to learn more. Download the Equitable Mobile app today to simplify managing your retirement and investment accounts. Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY), Equitable Financial Life Insurance Company of America, an AZ stock company with main administrative headquarters in Jersey City, NJ, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). GE2887944 (6/20) (Exp.6/22)