Corebridge vs Stifel Wealth Tracker

At Corebridge Financial, action is everything. And with the Corebridge mobile app, you can take action from anywhere. Learn if you are on track for retirement and receive suggestions on small changes you can make to reach your goals. Easily view account history, fund performance, and savings strategy all in one place. It’s easy to stop looking ahead and start moving ahead when you have the power to act at your fingertips. Key features: • Easy plan enrollment - A guided process helps you get started in your workplace retirement plan with ease. Choose contribution amount, investment strategy and you’re done! Finish your enrollment by completing your online profile to secure account information. • Personal dashboard - Check-out your balance, progress, asset allocations, transaction history and more from your personal dashboard. Link additional accounts to view all your investments in one place. • Simplified transactions - In just a few quick clicks, you can update your contributions, manage beneficiaries, add a trusted contact, go paperless with e-Delivery, and adjust your asset allocation. • Retirement guidance - Let our interactive retirement readiness tool help you learn if you are on track for retirement or if a few quick adjustments can help. Make changes to your strategy instantly and see how your progress improves. • Financial wellness experience - Become active in your learning journey and explore tools, articles and calculators aligned to your greatest financial wellness need. Everything changes when knowledge turns to action. • Secure features - Multi-factor authentication and biometric capabilities are available to help safeguard your account from fraud and cyber threats.

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.