Important: You can view your accounts in one of two ways, either individually by selectingĪs you add accounts and other manual assets and liabilities to Wealth Tracker, the app adds them to your personal balance sheet. Note: If you see an unexpected change in your net worth on a given day, it might correspond to the date you added a Manual Asset or Liability. For example, your net worth will show a big jump on the day you added your Home as a Manual Asset, even though that was not the date you made the purchase. To find out more, head to How Often Is My Data Updated? Data from accounts at other institutions is updated every day. Manual Account History: The history of a manual accounts begins on the date that you added it to Stifel Wealth Tracker, and the history is updated when you manually change the value of the asset or liability. Linked Account History: Stifel Wealth Tracker will save historical data for linked accounts starting from the date they were linked. Stifel Account History: No matter when you enroll with Stifel Wealth Tracker, the app will provide a full year of historical data for your Stifel Accounts. The amount of historical data available for each of your accounts in Stifel Wealth Tracker depends on the account source. You can quickly navigate to see your holdings, activity, review your cash flow, and see a balance sheet view of your net worth which you can compare over your choice of timeframes. Learn more about the Account Selection Dropdown here. Tip: To make it easier to switch between groups of accounts, like "kids" and "retirement", learn how to create Account Groups here. Just use the Account Selection Dropdown near the top right of the page to change your selection, and the entire page will dynamically update to show only the selected accounts. The home page allows you to switch between viewing a single account, a group of accounts, or all your accounts at once. Tip: Need to add an account? Use the Link more accounts button at the top of the page, or use the Menu to go to the Manage Accounts Page.
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