# Client Access vs Stifel Wealth Tracker

The clearest difference is rating: Client Access at 4.0 against Stifel Wealth Tracker's 3.2. Client Access also leads on review sentiment (28% vs 10%). On price, ratings volume, update cadence and ads there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

Client Access holds the better App Store score, 4.0 against 3.2. Both are backed by a comparable volume of ratings — 155 and 183 respectively. Written reviews point the same way: 28% of Client Access's written reviews are positive against 10% of Stifel Wealth Tracker's.

Client Access ships an update every 5 weeks, Stifel Wealth Tracker every 2 months. The most recent releases landed on October 9, 2026 and October 8, 2026 respectively.

## The numbers

| Metric | Client Access | Stifel Wealth Tracker |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[4.0 (155 ratings)](https://appshunter.io/ios/app/client-access/id583365721/reviews)** | [3.2 (183 ratings)](https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137/reviews) |
| Number of ratings | 155 | **183** |
| Positive reviews | **28.0% of reviews** | 10.0% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 5 weeks** | Every 2 months |
| Monetization | Free | Free |
| Size | 74 MB | 115 MB |
| Requires iOS | **15.0** | 16.0 |
| Devices | **iPhone, iPad, iPod** | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [Raymond James Financial](https://appshunter.io/developer/536927242) | [Stifel Financial Corp.](https://appshunter.io/developer/592251022) |

## What reviewers say

### Client Access

[App page](https://appshunter.io/ios/app/client-access/id583365721)

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

**Highlights:** View account balances and investment values, Transfer funds and deposit checks, Access market information, Store financial documents securely, Analyze asset allocation, Contact financial advisor

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 👍 Easy to use interface
- 🚀 Fast performance and quick access to information
- 📊 Comprehensive account and portfolio information
- 🔒 Secure authentication options (Face ID, Touch ID)
- 📱 Mobile check deposit feature works well

**What reviewers complain about**

- 🐛 Persistent login issues and authentication failures
- 🐛 App crashes and freezes frequently
- 📉 Lacks data visualization and charting capabilities
- 📊 Missing critical portfolio information and metrics
- 🔍 Poor search functionality (app not discoverable by bank name)

**Reported bugs**

- Login button greyed out or unresponsive
- Verification codes delayed or stuck in system
- App displays white screen on launch
- Password authentication fails despite correct credentials
- Face ID and Touch ID functionality broken

**Requested features**

- Add graphing and charting capabilities for portfolio performance
- Enable historical data viewing and trend analysis over time
- Implement frozen headers when scrolling through portfolio data
- Add ability to trade mutual funds and stocks
- Display daily change and month-to-date change in account overview


### Stifel Wealth Tracker

[App page](https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137)

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.

**Highlights:** 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

**Features:** macOS Compatibility, Apple Wallet, Vision Pro support

**In-app purchases:** none

**What reviewers like**

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

**What reviewers complain about**

- 🐛 Woefully basic and buggy
- 📉 Limited functionality
- 🐌 Slow to load
- ❌ Inaccurate account balances
- 🚫 Can't view individual stock info

**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

**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


## Frequently asked questions

### Is Client Access free?

Client Access is free to download, with no in-app purchases.

### Is Stifel Wealth Tracker free?

Stifel Wealth Tracker is free to download, with no in-app purchases.

### Which has better reviews, Client Access or Stifel Wealth Tracker?

Client Access is rated higher. Client Access averages 4.0 out of 5 from 155 ratings, while Stifel Wealth Tracker averages 3.2 from 183 ratings.

### Do Client Access or Stifel Wealth Tracker have ads?

Neither Client Access nor Stifel Wealth Tracker shows ads.

### Which is updated more often, Client Access or Stifel Wealth Tracker?

Client Access ships an update every 5 weeks, and Stifel Wealth Tracker every 2 months. Most recently, Client Access was updated on October 9, 2026 and Stifel Wealth Tracker on October 8, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*