Stifel Wealth Tracker

Name: Stifel Wealth Tracker
Rating: 3.2 (181 reviews)
Author: Stifel Financial Corp.

By: Stifel Financial Corp.

Finance

Features & Capabilities

Stifel Wealth Tracker is a free, cross-device Chrome extension that gives you a big-picture view of your finances. It securely consolidates investments, retirement accounts, checking and savings, mortgages, loans, credit cards, and more in one place.

The tool tracks net worth, monitors progress toward your goals, analyzes your portfolio, and shows asset and sector allocations. It also provides access to Stifel research to deepen investment understanding, with prompt connections to a local financial advisor when you need help.

User Growth & Download Statistics

App Analytics Data Privacy & Security

By:

Stifel Financial Corp.

Rating:

3.20

(181)

Version:

20.0.260100 Last updated: 2026-04-29

Version code:

885049807

Creation date:

2018-04-28

Compatible devices:

Size:

112.38MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-06

Compare stats and ranking:

Ranking

# 137,230 ▼ 182

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Stifel Financial Corp.

Apple Apps Store

https://apps.apple.com/us/app/stifel-wealth-tracker/id1337753137

Website:

https://www.stifel.com/tracker

User Reviews

User feedback is mixed. Some praise the app for a consolidated view of accounts and stability, but many report persistent login friction from MFA, frequent crashes, data delays/ inaccuracies, and a tougher UI after updates. External linking and transfer limitations also frustrate users. Overall, it offers a convenient single-spot overview but reliability and data quality issues limit its usefulness.

Pros

Consolidated view of multiple accounts and assets in one app.
Stability improvements noted by users.
Intuitive UI and easy-to-navigate interface.
Useful for quick balance checks and overall holdings overview.

Cons

Frequent multi-factor authentication prompts on every login.
App instability and crashes; sometimes won’t open.
Data delays and inaccuracies (delayed prices, incorrect yields, outdated balances).
UI/UX issues after updates (hard to navigate, small text, cluttered/obtrusive elements).
External account linking and transferring funds is limited or unreliable.

Recent reviews

Wealth Tracker has been great for staying on top of my various accounts and has been way more stable recently. Props to the developers

by Ku*****, 2025-10-07

(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.