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
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.
Stifel Wealth Tracker Screenshots
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Reviews for Stifel Wealth Tracker
Douglas Choy
11/20/2025
Great! When it works.. about 50% of the time. The cog shows up, doesn't load, down for maintenance. Other than that, a good snapshot of your account.
Randy S
5/29/2025
notification pop-ups continue to be a problem as others have mentioned also and it has not been fixed in over a year. they come up partly off the screen and you can't close them because the x is off of the screen and you can't get to anything behind them. in many cases you have to force the application closed. furthermore they've removed the ability to see a graph of your entire portfolio history, all accounts. you can get a graph for each account, but not your entire portfolio
