United StatesAvailable 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. Use Wealth Tracker to securely view all of 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 detailed analysis on your investment portfolio and illustrate your asset and sector allocations. When you register for Wealth Tracker, you can complete a risk profile and see if your holdings are aligned with your financial goals, tolerance for risk, and time horizon. Additionally, the application can help you better understand certain investments through access to research reports from our nationally recognized equity research partner. Best of all, as an Wealth Tracker user, personal service is only a click away - whenever you have questions or need assistance, Wealth Tracker can connect you to a Financial Advisor in your area.
New update is terrible
There was nothing wrong with the previous version of this app. Aside from the occasional bugs that needed updating, the older version was more user friendly and simplistic. The newer version has been nothing but a headache.
United StatesUpdate review
New update is better. Haven’t had a lot of time to look at it yet but had to come here to ask that you please remove the side “need help” floating button. It’s definitely blocking text on the screen which requires scrolling to see it. Annoying. How does that get missed? The more I look at it the more I’m hating it. The text is really way to small and that horrible floating “need help” button is just in the way and so distracting. Feel like this was on the right track but then just took a wrong turn.
United StatesDisplay too busy and confusing
Accounts at a Glance not accurate showing linked/user supplied accounts. Why even have Accounts at a Glance when there are so many other account options to display? I do not have a Stifel Bank account but I have multiple Investment accounts. I Cannot hide non existent 0 balance bank account line. Slow to load. Too many drop down/top and bottom menu options that are duplicative and not intuitive. Linked accounts are not updating with current balances even though showing that they are synced. Needs to be simplified, with more user ability to hide/customize account display options.
United StatesNew update is horrible
Not sure why a so so app had to be updated to a horrible app? Slow to load, text too small to read, many times I get can’t connect to service try again…Simple things to find like unrealized capital gains are now buried in the menus with no way to set a default view….fix it or revert to the previous version please
United StatesUpdate is terrible
Update on 3/13/2024 is terrible. The print is too small and really hard to see on the white background. Harder to navigate than the previous version. Please revert back to previous version.
United StatesUpdate review
New update is better. Haven’t had a lot of time to look at it yet but had to come here to ask that you please remove the side “need help” floating button. It’s definitely blocking text on the screen which requires scrolling to see it. Annoying. How does that get missed?
United StatesUpdate is HORRIBLE!!
The app was fine! The new layout is hard to navigate, hard to see what account is what. It was simple and easy to see at a glance. This new version is AWFUL!!!!!! 3/13/23
United States
UUX 4.5.4.0
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