The New Look of Stifel Wealth Tracker

Where simplicity meets sophistication and managing your finances is effortless.

Stifel Wealth Tracker application shown on a desktop, tablet, and phone.

Tracker Home > Support Main > New Look of Stifel Wealth Tracker

Close up of the Stifel Wealth Tracker Home link in the mobile thumb bar navigation for smart phones.

Expanded Navigation Options

Get to your most important account and holdings information faster using the additional top navigation
Close up of the Accounts dropdown on a phone.

Enhanced Accounts and Groups

Group your accounts and add new ones
Close up of the Stifel Wealth Tracker accounts value chart that can be found on the Balance Sheet page.

View your Net Worth in the Balance Sheet View

We have created a comprehensive view of your account values, and the added functionality allows you to compare these values over time.
Close up of the projected income chart.

Monthly Projected Income

View 12 months of projected income for your Stifel accounts by using historical payment information to forecast future dividends, interest, and principal payments in your accounts.
Close up of a Stifel|ONE credit card.

Manage and View Your Debit and Credit Cards within the Application

Use the “Manage Stifel Cards” link in the main menu to easily oversee and control your cards directly from the app.
Close up of the activity icons that show on the activity page.

Additional Enhancements

Holdings, Activity and movers presented in an easy to digest format.
In-app Resource Center for step-through guides and announcements.

Introducing Expanded Navigation Options:

  • Get to your most important account and holdings information faster using the additional top navigation to get to your Overview, Accounts, Holdings, Activity, Balance Sheet, and Projected Income.
  • On your phone, use the new thumb bar to get to the Home screen, access Stifel’s nationally recognized research, complete check deposits, review and initiate transfers, and view the full menu.
A snippet of the top navigation that was added to all devices and a phone showing emphasis on the thumb bar navigation.

Enhanced Accounts and Groups drop-downs show your Stifel accounts and all user-supplied accounts.

We make it easy to group your accounts and add new ones. By default, your Stifel, Stifel Bank, and user-supplied assets, as well as your liabilities, will be grouped.*

A phone on the left showing an expanded accounts drop down. A phone on the right shows the expanded groups dropdown.
Back to Top

Delve deeper into your financial standing with the account value chart located in the Balance Sheet view.

This change provides a comprehensive view of your account values, and the added functionality allows you to compare these values over time, empowering you to make informed decisions about your finances.

A tablet showing the Accounts Value Chart on the Balance Sheet page.
Back to Top

Monthly Projected Income View

The monthly projected income view gives you 12 months of projected income for your Stifel accounts by using historical payment information to forecast future dividends, interest, and principal payments in your accounts. The income projections can be reviewed by month or by position and are only available for Stifel accounts.*

A tablet showing the Monthly Income Projection graph on the Projected Income page.
Back to Top

Manage and View Your Stifel Bank Credit and Debit Cards within the Application

Managing your Stifel debit and credit cards is now more convenient than ever. With the introduction of the “Manage Stifel Cards” link in the main menu, you can easily oversee and control your cards directly from the app.**

On the left, a phone showing how you can switch between your Stifel debit and credit cards on the Manage Stifel Cards page. On the right, a computer with the overview of a Stifel | One credit card showing emphasis on the Card Details and Mange Cards setting options.
Back to Top

Security

When it comes to security – we safeguard your money as if it were our own.

State-of-art security protocols like multifactor authentication and security notifications by text, e‑mail, and push help keep your personal information safe. Enable fingerprint and facial recognition on your mobile device for seamless access.

Additional enhancements

Two phones, one showing the activity list and one showing the Resource Center accessible through the Need Help tab.

See as much or as little as you’d like:

  • Holdings gives you a more granular view, showing each position in your portfolio and its market value, along with unrealized and realized gains.
  • Activity gives you a listing of all transactions across your accounts – trades, purchases, deposits and withdrawals, dividend payments, and more. It’s all broken down by category and merchant to easily track your cash flow and spending patterns over time.
  • And under Movers Today, clicking on an individual security opens a modal that provides Stifel or KBW research, if available, historical position value, accounts that hold the security, and recent activity.

New In-App Help and Resource Center

  • Review application announcements and initiate guides to step-through features within the application.
Back to Top

*These features are exclusively for Stifel clients.

**This feature is offered to U.S.-based clients.