Stifel Wealth Tracker
Stifel Wealth Tracker
Tracker is a powerful tool designed to give you a view of your financial future.
Reviews
35.29%
5.88%
7.56%
7.56%
43.70%
★
★★
★★★
★★★★
★★★★★
42 rates
7 rates
9 rates
9 rates
52 rates
Comments
David Baird
★★★
"I liked using the app until I realized that there is a 15-minute delay on the data displayed."
Version: 5.7.03
"I liked using the app until I realized that there is a 15-minute delay on the data displayed."
Version: 5.7.03
Jim Snyder
★
"Log in almost never works"
"Log in almost never works"
Steven Gray
★
"Horrible. Worked perfectly on old version. Can`t install new version."
Version: 5.7.21
"Horrible. Worked perfectly on old version. Can`t install new version."
Version: 5.7.21
D Wales
★★★
"other system much better... this is lame and provides less content , ability to get quotes and move funds around. Disappointed."
Version: 5.6.05
"other system much better... this is lame and provides less content , ability to get quotes and move funds around. Disappointed."
Version: 5.6.05
Robin Wood
★
"It won`t load anything but the login page which is stopping me from going paperless. Y`all are killing my carbon footprint."
"It won`t load anything but the login page which is stopping me from going paperless. Y`all are killing my carbon footprint."
A Google user
★★★
"I like it but the latest update took away the graph. I miss the graph."
Version: 5.5.10
"I like it but the latest update took away the graph. I miss the graph."
Version: 5.5.10
Jean Pearce
★
"Will not download tried several times"
"Will not download tried several times"
Ginger Redeker
★★★★★
"Such an easy way to keep track of your financial life in one app! It`s top notch for staying informed on all of your liabilities, assets, investments and market activity - plus you have the ability to share it with the professionals that help you achieve your financial goals! Great tool for wealth management!"
Version: 5.6.05
"Such an easy way to keep track of your financial life in one app! It`s top notch for staying informed on all of your liabilities, assets, investments and market activity - plus you have the ability to share it with the professionals that help you achieve your financial goals! Great tool for wealth management!"
Version: 5.6.05
A Google user
★★★★★
"WOW!!!!! Really cool way to aggregate all my accounts in one place. I can see my complete financial picture."
"WOW!!!!! Really cool way to aggregate all my accounts in one place. I can see my complete financial picture."
Boyd Taylor
★★★
"Needs work. Initially I was pleased with the app. After awhile I started having trouble with some of my linked accounts not updating or losing the connection altogether. Currently it is off by about $7k in the total and one account shows no change or activity even though the amount in that account has almost doubled."
Version: 5.7.03
"Needs work. Initially I was pleased with the app. After awhile I started having trouble with some of my linked accounts not updating or losing the connection altogether. Currently it is off by about $7k in the total and one account shows no change or activity even though the amount in that account has almost doubled."
Version: 5.7.03
Shayla M
★
"Buggy, froze Everytime i tried to create an account."
"Buggy, froze Everytime i tried to create an account."
Angelo Salvador
★
"The app Would not open. Just kept ``loading`` forever. I couldn`t even register."
Version: 5.6.05
"The app Would not open. Just kept ``loading`` forever. I couldn`t even register."
Version: 5.6.05
Mark Anderson
★
"They took something that worked and fixed it."
Version: 5.7.03
"They took something that worked and fixed it."
Version: 5.7.03
Caleb Hall
★
"Freezes almost immediately. Unable to click on anything or see a breakdown of my 10+ accounts. Uninstalled my original Stifel app and now it`s no longer available in the Play Store.. Need to fix this buggy app!!"
"Freezes almost immediately. Unable to click on anything or see a breakdown of my 10+ accounts. Uninstalled my original Stifel app and now it`s no longer available in the Play Store.. Need to fix this buggy app!!"
Steve
★
"App will not open, stops and closes upon opening!"
Version: 5.6.27
"App will not open, stops and closes upon opening!"
Version: 5.6.27
A Google user
★
"Pretty much sucks...i downloaded the app, but it never opens."
Version: 5.6.19
"Pretty much sucks...i downloaded the app, but it never opens."
Version: 5.6.19
A Google user
★★★★★
"Looks pretty easy to use. I`ll update my response once I play around more
with it."
Version: 5.4.1
"Looks pretty easy to use. I`ll update my response once I play around more
with it."
Version: 5.4.1
C Smith
★
"I logged in a user name and password. The next time I tried to use the app it told me my password that I know was correct was wrong. When I tried to reset the password it just took me back to the sign in page and the process repeated. It`s a shame they wasted their money on advertising an app that doesn`t work."
"I logged in a user name and password. The next time I tried to use the app it told me my password that I know was correct was wrong. When I tried to reset the password it just took me back to the sign in page and the process repeated. It`s a shame they wasted their money on advertising an app that doesn`t work."
A.Machete
★★★★★
"Update: biometric sign in has been added! It`s a pain to set up and link accounts but once it`s working it`s great to see everything in once place. Would love to see biometric sign in support so I don`t need to type my password every time"
Version: 5.6.19
"Update: biometric sign in has been added! It`s a pain to set up and link accounts but once it`s working it`s great to see everything in once place. Would love to see biometric sign in support so I don`t need to type my password every time"
Version: 5.6.19
Andrew Wilson
★★
"Mediocre app at best. Gives you minimal information about holdings. No good portfolio performance analysis tools or research screens. Very clearly not designed at all for an active investor."
Version: 5.7.03
"Mediocre app at best. Gives you minimal information about holdings. No good portfolio performance analysis tools or research screens. Very clearly not designed at all for an active investor."
Version: 5.7.03
com.intyce.mobile
Installs: 10,000+
(30,960 at
2024-05-15 06:30:55)
Version: 5.8.16
Category: Finance
Pegi : Everyone
Publish Date : Apr 26, 2018
Update Date : 2024-01-22
Android Version : 9
Version: 5.8.16
Category: Finance
Pegi : Everyone
Publish Date : Apr 26, 2018
Update Date : 2024-01-22
Android Version : 9
Available on
Publisher
Stifel Financial Corp
501 N Broadway
St. Louis, MO 63102
http://www.stifel.com/tracker
WealthTracker@stifel.com
Privacy Policy
501 N Broadway
St. Louis, MO 63102
http://www.stifel.com/tracker
WealthTracker@stifel.com
Privacy Policy
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Screenshots
DESCRIPTION
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.
RECENT CHANGES
General updates and new feature enhancements.
DATA SAFETY AND SECURITY
This app has access to
Camera
· take pictures and videosDevice ID & call information
· read phone status and identityLocation
· precise location (GPS and network-based)· approximate location (network-based)
Other
· view network connections· full network access
· read Google service configuration
· prevent device from sleeping
· connect and disconnect from Wi-Fi
· run at startup
· control vibration
· control flashlight
· change network connectivity
Phone
· directly call phone numbers· read phone status and identity
Wi-Fi connection information
· view Wi-Fi connectionsSecurity Practices
Data is encrypted in transit
· Your data is transferred over a secure connection
You can request that data be deleted
· The developer provides a way for you to request that your data be deleted
Data that may be shared with other companies or organizations
App activity
App interactions (Optional) : App functionality, Analytics, Developer communications, PersonalizationApp info and performance
Diagnostics (Optional) : App functionality, AnalyticsDevice or other IDs
Device or other IDs (Optional) : App functionality, Fraud prevention, security, and compliancePhotos and videos
Photos (Optional) : App functionalityData this app may collect
App activity
App interactions (Optional) : App functionality, Analytics, Developer communications, PersonalizationApp info and performance
Crash logs (Optional) : AnalyticsDiagnostics (Optional) : App functionality, Analytics
Other app performance data (Optional) : Analytics
Device or other IDs
Device or other IDs (Optional) : App functionality, Fraud prevention, security, and complianceFinancial info
Other financial info (Optional) : App functionalityUser payment info (Optional) : App functionality
Location
Approximate location (Optional) : App functionality, Fraud prevention, security, and compliancePrecise location (Optional) : App functionality
Personal info
Email address (Optional) : Account managementName (Optional) : Account management
Other info (Optional) : Advertising or marketing, Account management
Phone number (Optional) : Account management
User IDs (Optional) : App functionality, Analytics, Fraud prevention, security, and compliance, Personalization, Account management
Photos and videos
Photos (Optional) : App functionality
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