---
title: "Stifel Wealth Tracker - Reviews, Revenue and Downloads in United States | Apple App Store"
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 y"
---

# Stifel Wealth Tracker — United States

![Stifel Wealth Tracker App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/b8/9b/27/b89b27f7-bb39-0d2a-e8d2-245ff851c5fd/AppIcon-0-0-1x_U007epad-0-1-85-220.png/434x0w.png)

**Developer:** [Stifel Financial](https://apptail.io/developer/stifel-financial-FlLd)
**Category:** Finance
**Rating:** 3.2/5 (185 ratings)
**Price:** Free
**Bundle ID:** com.stifelbankandtrust.mobile.production
**Store:** Apple App Store
**Country:** United States
**Version:** 21.0.260601 (released 2026-07-28)
**Original Release:** 2024-08-06
**Languages:** Spanish, Chinese, Korean, English, Portuguese

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1337753137)
**AppTail Page:** [https://apptail.io/app/stifel-wealth-tracker-Gxjb/united-states](https://apptail.io/app/stifel-wealth-tracker-Gxjb/united-states)

## Stifel Wealth Tracker 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.

## Stifel Wealth Tracker Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/b1/5f/72/b15f72f3-71ed-b2d5-e59a-bce4ac25a162/WT21_25_AppStoreRefresh_iphone-01_U005b98_U005d.jpg/1284x2778.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/b6/49/78/b649788f-8dd8-1fec-6b6b-4d1a788855e8/WT21_25_AppStoreRefresh_iphone-02_U005b49_U005d.jpg/1284x2778.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/c1/64/1c/c1641c24-6b4a-2fd8-3cc9-f57c9744f668/WT21_25_AppStoreRefresh_iphone-03_U005b68_U005d.jpg/1284x2778.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/98/9c/72/989c72d5-543f-4e3c-824d-344d66e72e3e/WT53_25-AppStoreRefresh_iPhone_Analyze_U005b16_U005d.jpg/1242x2688.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/77/84/8c/77848c2c-cc6b-5e66-d826-e64572d62d58/WT21_25_AppStoreRefresh_iphone-05_U005b65_U005d.jpg/1284x2778.png)
- [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/79/69/7e/79697e26-6838-0b90-7f38-156a3e9ffe52/WT21_25_AppStoreRefresh_iphone-06_U005b31_U005d.jpg/1284x2778.png)

## Stifel Wealth Tracker Rating Breakdown in United States
- 5 stars: 81 (44%)
- 4 stars: 14 (8%)
- 3 stars: 13 (7%)
- 2 stars: 19 (10%)
- 1 stars: 58 (31%)

## Stifel Wealth Tracker Reviews in United States

### ***** "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
-- KuroMB, 2025-10-07

### *---- "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.
-- Larry_The_Norse, 2025-10-06

### *---- "Worst App Ever"
I would give it 0 stars if the review platform allowed it. My portfolio account simply vanished from the app.
-- F2beMe55, 2025-08-12

### *---- "This app constantly crashes"
Two days in a row I’ve been trying to get onto my account and it’s constantly crashing this app. 
C’mon fix this issue
-- Molo0731, 2025-03-27

### *---- "Not very user friendly"
Probably one of the worst investment apps out there. Somewhat difficult to find the transaction you are looking for and you are very limited as to what you can actually do with the app.
-- xqwe12, 2024-08-07

### *---- "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.
-- SirTofJ, 2024-03-27

### ***-- "Update 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.
-- MikeW2k, 2024-03-26

### **--- "Display 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.
-- Ed3454, 2024-03-23

### **--- "Update 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.
-- Aceret96, 2024-03-15

[View all Stifel Wealth Tracker reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)



## Stifel Wealth Tracker Discovered Keywords
- wealth tracker
- stifel financial corp
- stifel

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## Stifel Wealth Tracker Available In
- [United States](https://apptail.io/app/stifel-wealth-tracker-Gxjb/united-states)
- [Argentina](https://apptail.io/app/stifel-wealth-tracker-Gxjb/argentina)
- [Peru](https://apptail.io/app/stifel-wealth-tracker-Gxjb/peru)
- [Israel](https://apptail.io/app/stifel-wealth-tracker-Gxjb/israel)
- [Chile](https://apptail.io/app/stifel-wealth-tracker-Gxjb/chile)
- [Mexico](https://apptail.io/app/stifel-wealth-tracker-Gxjb/mexico)
- [Brazil](https://apptail.io/app/stifel-wealth-tracker-Gxjb/brazil)
- [Uruguay](https://apptail.io/app/stifel-wealth-tracker-Gxjb/uruguay)
- [United Kingdom](https://apptail.io/app/stifel-wealth-tracker-Gxjb/united-kingdom)
- [South Korea](https://apptail.io/app/stifel-wealth-tracker-Gxjb/south-korea)

---

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