The services offered within this site are available exclusively through our U.S. This site is published in the United States for U.S. To learn more, check out Creating Account Groups.ĭo you have a question or issue that is not covered here? Check out the related pages below, or please let us know what could be improved by clicking here.
You can create and edit your account groups from the Account Management page. For example, you could create a "Kids" Account Group and assign accounts from several different categories to it. You can use them to make it easier to quickly switch between sets of accounts in the Account Selection Dropdown. The Account Category cannot be changed.Īccount Groups are created by you. What is the difference between account categories and account groups?Įvery account is automatically assigned an Account Category (like Investments, Banking, or Liabilities) based on its type. You can narrow your selection to a single account by first unselecting "All Accounts," and then selecting just that account. This will unselect all accounts not in that group. To learn more, check out Creating Account Groups.
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Individual Accounts: Select / unselect one or more individual accounts by clicking on them directly. You can also select from your Manual Assets and Liabilities, which are found under "Other" near the bottom of the dropdown.Īccount Categories: Select / unselect an entire category of accounts - Investments, Banking, Liabilities, Other - by clicking on the category name.Īccount Groups: Switch directly to one of the account groups you have defined by clicking on the group name. If you have a large number of accounts, you may have to scroll to see them all. You can select any combination of the following.
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Changing the selection in this dropdown will update all the data on the page to reflect the new selection. Look for the Account Selection Dropdown at the top right of the page. Stifel Wealth Tracker gives you the option to view a single account or a group of accounts by using the Your Accounts dropdown box or the Groups dropdown box. 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.This page applies to: The Home Page, Holdings Page, Activity Page, Spending Page, and Balance Sheet Review. 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.
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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.
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. 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.
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