Stifel Wealth Tracker

New update is better. Haven’t had a lot of time to look at it yet but had to come here to ask that you please remove the side “need help” floating button. It’s definitely blocking text on the screen which requires scrolling to see it. Annoying. How does that get missed? The more I look at it the more I’m hating it. The text is really way to small and that horrible floating “need help” button is just in the way and so distracting. Feel like this was on the right track but then just took a wrong turn.

Accounts at a Glance not accurate showing linked/user supplied accounts. Why even have Accounts at a Glance when there are so many other account options to display? I do not have a Stifel Bank account but I have multiple Investment accounts. I Cannot hide non existent 0 balance bank account line. Slow to load. Too many drop down/top and bottom menu options that are duplicative and not intuitive. Linked accounts are not updating with current balances even though showing that they are synced. Needs to be simplified, with more user ability to hide/customize account display options.

The idea to have all of your assets and liabilities displayed in one app is great. Unfortunately, outside accounts do not sync properly, and secondary authentication for outside accounts only works some of the time. When importing multiple accounts from one bank, one has the option to suppress some of them in the net worth statement. This option is not available for accounts coming from within Stifel - unless an account is manually unchecked every time. Secondary authentication dings to my cell phone every night - for this app trying to update info. Manual Assets do not allow to enter annual depreciation (car) or appreciation (real estate). With several other issues, it is just too frustrating to use this app!