With this financial management app, you can view and track your accounts, monitor your net worth, and analyze your investments. Includes account aggregation, goal tracking, and access to research reports and advisor support.
AppRecs review analysis
AppRecs rating 3.1. Trustworthiness 77 out of 100. Review manipulation risk 22 out of 100. Based on a review sample analyzed.
★★★☆☆
3.1
AppRecs Rating
Ratings breakdown
5 star
44%
4 star
7%
3 star
7%
2 star
10%
1 star
32%
What to know
✓
Low review manipulation risk
22% review manipulation risk
✓
Credible reviews
77% trustworthiness score from analyzed reviews
⚠
High negative review ratio
42% 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
KuroMB
Much Improved
Wealth Tracker has been great for staying on top of my various accounts and has been way more stable recently. Props to the developers
Larry_The_Norse
Limited Functionality
(Edit: The update on 8/20/25 has resulted in requiring multi-factor authentication every single time I log in, even after clicking “register device.” It’s tiresome.) (Edit: 10/6/25 and the endless multi-factor authentication text code requirements for iPad continue. But now the codes are taking minutes to arrive and are stacking up. iPhone has no log-in problems. So why can’t this be fixed?) This app is adequate for checking your balances…and that’s about it. But even then, stock prices are 15 minutes delayed. The ability to transfer funds seems very limited; outside accounts are shown to be synched, but I still can’t transfer cash. Customer service was friendly but had very limited explanations for the fund transferring limitations. And I can’t seem to view individual stock information, it’s just a blank screen. The UI is intuitive and pretty easy to navigate. But overall, the app is woefully basic and buggy.
