Financial companies choose how they share your personal information. Federal law gives customers the right to limit some but not all sharing. All financial companies need to share customers’ personal information to run their everyday business. To see the list of reasons financial companies share their customers’ personal information, please click here to review Stifel’s Privacy Notice.
The primary account is the first account listed on your consolidated statement. Clients that have more than one account with the same address typically link their accounts together to form a household, and designate one of those accounts as “Primary”. If your accounts are not linked together in a household, you will have to submit a separate opt-out form for each account. If you have any questions, please call Client Services as (800) 679-5446 or e-mail firstname.lastname@example.org
Federal law gives you the right to limit the following:
- Information regarding your creditworthiness
- Information for marketing purposes intended for affiliates and non-affiliates
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