Stifel Wealth Tracker
Stifel Financial
2.8 ★
158 ratings
10,000+
downloads
Free
With this financial management app, you can view and monitor accounts, track net worth, and analyze your portfolio. Includes account aggregation, goal tracking, and access to research reports.
AppRecs review analysis
AppRecs rating 2.7. Trustworthiness 79 out of 100. Review manipulation risk 17 out of 100. Based on a review sample analyzed.
★★☆☆☆
2.7
AppRecs Rating
Ratings breakdown
5 star
37%
4 star
5%
3 star
3%
2 star
10%
1 star
46%
What to know
✓
Low review manipulation risk
17% review manipulation risk
⚠
Mixed user feedback
Average 2.8★ rating suggests room for improvement
⚠
High negative review ratio
55% of sampled ratings are 1–2 stars
About 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.
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.
