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FAQs

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Wealth Tracker

What is Wealth Tracker?

Wealth Tracker is an application designed to help you organize your financial life and get a true picture of your net worth. 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. This innovative application connects with more than 14,000 leading financial institutions to provide you with an aggregated view of your accounts.

Wealth Tracker will track your net worth and monitor your progress toward your goals. Additionally, Wealth Tracker gives you access to research reports from Stifel’s nationally recognized stock analysts to help you make informed investing decisions. Best of all, 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.

While Wealth Tracker is designed for everyone, Stifel clients get the benefit of these additional features:

  • View your realized and unrealized investment gains and losses
  • Access your statements, trade confirmations, and tax forms
  • Share your accounts with trusted individuals or professionals

Who can I contact for additional information about Wealth Tracker?

Should you have any questions or need additional information about Wealth Tracker, please call Stifel Client Services Monday through Friday from 6 a.m. to 7 p.m. CT or Saturday from 8 a.m. to 2 p.m. CT at (800) 679-5446 or e-mail SNClientservices@stifel.com.

How do I get Wealth Tracker?

Wealth Tracker is available for free download from the App Store for iPhone® and iPad® devices and from the Google PlayTM Store for AndroidTM phones and tablets. A desktop version is available at stifel.com/tracker.

Apple, iPhone, and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Android and Google Play are trademarks of Google Inc.

What are the system requirements for Wealth Tracker?

We recommend the following when using Wealth Tracker:

  • iOS – Version 11.0 or later
  • Android – Version 7.0 or later
  • Windows – Windows 7 or later
  • Mac OS – Version 10.10 or later
  • Browsers – Microsoft Edge, Internet Explorer 11, Firefox (latest), Google Chrome (latest), Safari (latest)


Enrollment

What information is required for enrollment?

Wealth Tracker requires a first name, e-mail address, mobile phone number, login ID, and password.

What if I don’t remember my password?

If you have already enrolled and are unsure of your password, visit stifel.com/tracker page and click Forgot Your Password.


Security

During the enrollment process, why do I need to verify my identity via e-mail or mobile device?

Establishing a trusted contact method during enrollment enables us to send a secure access code to verify both your identity and the devices you chose to view the application. This is a one-time temporary access code that will expire after 10 minutes. While you are not required to register your device, doing so provides an extra layer of security for your account information. Additionally, by registering your device you will not need to have a secure access code e-mailed or texted to you every time you log in.

Can I register more than one device?

Yes. You can register multiple devices.

If my login ID is locked out, how can I unlock it and reset my password?

To unlock your account, contact Stifel Client Services Monday through Friday from 6 a.m. to 7 p.m. CT or Saturday from 8 a.m. to 2 p.m. CT at (800) 679-5446 or e-mail SNClientservices@stifel.com. Once unlocked, you will need to enter your login ID into Wealth Tracker and proceed through the Forgot Your Password process.

If I no longer want to use the Wealth Tracker application, can I delete my account?

If you do not have accounts at Stifel, you can request to delete your Wealth Tracker account at any time, and we will securely delete your account information from our systems.

For Stifel clients, please contact your Financial Advisor to close your accounts.


Home

What information is available on the Home page?

The Home page begins with a dynamic chart that shows your total net worth, which is comprised of your investment, banking, and other assets, minus your liabilities. You can adjust the chart both by clicking on one of those categories or by changing the historical time period as your use of our application grows. You can also view a comprehensive balance sheet view of all of your accounts as well as your top five gaining and losing securities based on the day’s market performance.


Portfolio – Holdings

What information is displayed on the Holdings page?

This page lists the assets contained in the accounts you’ve linked to your Wealth Tracker account, along with their asset class, quantity, share price, value, and other important information where applicable. The holdings screen also displays the daily change in the value of the security based on that day’s market performance and allows you to search and filter for specific holding or holding types. You can also toggle on or off accounts to view account specific holdings.

For Stifel clients, the Holdings page also allows you to view your realized and unrealized short-term and long-term investment gains and losses.


Portfolio – Activity

What information is displayed on the Activity page?

The Activity page shows all transactions and other activity in your investment, banking, or other accounts, along with the date and amount of each transaction. Mobile users can drop down the caret next to the transaction to view the account in which the transaction took place. No matter what device you are using, you will have the ability to view and edit the cash flow category of the transaction. Like the Holdings page, the Activity page has filters to display select accounts or select account types, such as investment accounts or banking accounts. You can also filter for specific transaction types or search for specific transactions. We will maintain a running history of your activity for a period of 12 months if you are not a Stifel client. For Stifel clients, we will maintain 15 months of activity to ensure you have the information you need to complete your prior year’s taxes.


Research & News

What is the Stifel Research page?

The Stifel Research page showcases Stifel’s nationally recognized research capabilities and gives you access to market commentary and select equity research reports.

Is there a limit to how many equity research reports I can view?

Stifel clients have unlimited access to Stifel research reports. Wealth Tracker users who do not have Stifel accounts are limited to a total of 35 equity research reports.

What is the Markets & News page?

The Markets & News page provides market information, such as prices and charts. Additionally, you can access stock and ETF snapshots, which include performance summaries and related news stories. News is provided by Dow Jones.

Can I create a Watchlist of securities I regularly follow?

Yes, you can create up to six Watchlists with a maximum of 50 securities per list. Simply click on the Watchlist tab on the navigation bar in the Research & News section, then Create New Watchlist. Once you’ve given your new list a name, click on Add Securities to get started. Securities can be added by ether typing in the name of the security or its symbol.


Manage Accounts

How do I link my accounts?

There are multiple ways to link accounts. In multiple places on the Wealth Tracker Home page, you will see the words Link More. Clicking on this link will take you to the Manage Accounts page (found on the navigation bar), where you can connect a financial institution. Once you’ve searched for and located your institution, enter your login credentials and answer any security questions required. Then Wealth Tracker will connect your institution to your Wealth Tracker account.

Once linked, you can edit the names of any accounts in your Wealth Tracker account and create groups of accounts to better help you manage your Wealth Tracker experience. All of this can be done through the Mange Accounts page. You can create customized names for your accounts by clicking the edit button next to the account. To create groups of accounts, go to the Account Groups section in the Manage Accounts page. There you can select specific accounts, give them a customized group name, and then have the ability to view only that group in various parts of Wealth Tracker.

How do I manually add an asset, such as a house or art collection?

Clicking on Link More on the Home page or navigating through the Manage Accounts tab on the navigation bar will bring you to the page where you can manually add an asset. After clicking on Manage Accounts in the navigation menu, click on Add Manual Accounts. You will be taken to a page where you can choose a category of asset type that you wish to link manually. You will be asked to enter a variety of data points for the asset and once completed, that asset will be included in your overall Wealth Tracker experience.


My Financial Advisor

What is the My Financial Advisor page?

The My Financial Advisor page contains an easy-to-complete form requesting to be connected with a financial advisor who can answer your questions and help you pursue your financial goals.

Once we’ve assigned you an advisor, you can return to My Financial Advisor to view your advisor’s contact information and location. For added convenience, you may launch straight into a phone call, send an e-mail, or pull up a map to your advisor’s office.

For Stifel clients, this page provides the name, contact information, and location of your Stifel advisor.


Settings – Profile

What information is available on this page?

The Profile page will allow you to make changes to your important information. Editable fields include first name, last name, e-mail address, and mobile phone number. Please note that if your e-mail address or mobile phone number is changed, we will send you a secure access code to verify that the new contact method is valid.


Settings – Alerts

Does Wealth Tracker send any alerts?

An alert is an activity notification that you will receive via e-mail. These notifications are focused on application security. For example, you’ll receive an alert when your password changes or when a new device is registered to your login ID.


Settings – Security Preferences

What security preferences can I change?

From both the desktop and the mobile application, you can change your password at any time by clicking on Forgot Your Passcode. You will be prompted to enter your login ID. Once you enter your login ID, you will be prompted to select either your mobile phone number or e-mail address to receive a secure access code. Once you successfully enter that code, you will be able to enter your new passcode.


Contact Us

If you have any questions about your Wealth Tracker experience, please call Stifel Client Services Monday through Friday from 6 a.m. to 7 p.m. CT or Saturday from 8 a.m. to 2 p.m. CT at (800) 679-5446 or e-mail SNClientservices@stifel.com.