Best of all, as an Wealth Tracker user, 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. Additionally, the application can help you better understand certain investments through access to research reports from our nationally recognized equity research partner. When you register for Wealth Tracker, you can complete a risk profile and see if your holdings are aligned with your financial goals, tolerance for risk, and time horizon. The software will track your net worth, monitor your progress toward your goals, perform detailed analysis on your investment portfolio and illustrate your asset and sector allocations. Participating in a semester-long, immersive introduction to key financial concepts and their real-world applications focusing on Wealth Management and Investment Banking. 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. or any of its wholly-owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.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. References to Stifel herein may apply to parent company Stifel Financial Corp. When stifelwealthtracker posts, youll see their photos and videos here. The information on this website is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Stifel Wealth Tracker is an app that helps you plan your financial future. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. 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. The services offered within this site are available exclusively through our U.S. This site is published in the United States for U.S. Choose View Linked Accounts to see all your external accounts along with their current sync statuses.ĭo you have a question or issue that is not covered here? Check out the related pages below, or please email us at for more help. Use the Menu to go to the Manage Accounts page. For externally synced accounts, there will be a " Last updated" status.Ģ. The sync status of your accounts is available in multiple places:ġ. You can manually change the price, quantity, or total value at any time.Ĭommon Questions How do I know when a synced account was last updated? Untracked: The value of the Manual Asset is not automatically updated. You can manually change the quantity at any time. Tracked: Stifel Wealth Tracker keeps the value of the Manual Asset updated as the market price changes. There are two categories of Manual Accounts: Tracked and Untracked. Your holdings and transactions for accounts held at other financial institutions are fully updated several times every day, typically starting between 2 AM and 4 AM ET.īetween full updates, Stifel Wealth Tracker continues to update the prices for your holdings, so that your financial picture stays up-to-date with the day's market conditions. The data for Stifel Accounts is always and immediately up-to-date. Otherwise, you can manually update the value at any time by returning to edit the manual account. To keep this view up-to-date, the app periodically retrieves new data from your linked accounts on your behalf. If you are entering a Manual Investment Holding with a recognizable symbol, Stifel Wealth Tracker will track the market price to keep the total value of your new Manual Account updated. With Stifel Wealth Tracker, you can bring all your financial data together to create a consolidated view of where you stand.
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