How Often is My Data Updated?
With Stifel Wealth Tracker, you can bring all your financial data together to create a consolidated view of where you stand. To keep this view up-to-date, the app periodically retrieves new data from your linked accounts on your behalf.
Stifel Accounts
The data for Stifel Accounts is always and immediately up-to-date.
Synced Accounts
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.
Between 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.
Manual Accounts
There are two categories of Manual Accounts: Tracked and Untracked.
Tracked: Stifel Wealth Tracker keeps the value of the Manual Asset updated as the market price changes. You can manually change the quantity at any time.
Untracked: The value of the Manual Asset is not automatically updated. You can manually change the price, quantity, or total value at any time.
Common Questions
How do I know when a synced account was last updated?
The sync status of your accounts is available in multiple places:
1. On the Home Page, find the Account View. For externally synced accounts, there will be a "Last updated" status.
2. Use the Menu to go to the Manage Accounts page. Choose View Linked Accounts to see all your external accounts along with their current sync statuses.
Need More Help?
Do you have a question or issue that is not covered here? Check out the related pages below, or please email us at wealthtracker@stifel.com for more help.
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