Stifel Wealth Tracker

Aggregates investment, banking, and loan accounts into one net-worth and goal-tracking dashboard.

iOSApp Store (US)★ 3.2 · 185 ratingsfreeUnited States

Stifel Wealth Tracker is a free web and mobile service from Stifel Financial that aggregates a user's investment, banking, and loan accounts into one dashboard. It tracks net worth over time, monitors progress toward financial goals, and analyzes portfolio allocation, with optional access to Stifel's equity research and financial advisors.

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