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.

Federal law gives you the right to limit the following:

  • Information regarding your credit worthiness
  • Information for marketing purposes intended for affiliates and non-affiliates

Please complete the form below so we can locate your account and add you to the opt out list. Once submitted, these changes will be applied to all accounts in the household.

Fields in bold are required.

Please correct the errors and try again.
At which entity do you currently have an account?
  • Stifel Nicolaus & Co., Inc
  • Stifel Bank
  • Stifel Trust
  • 1919 Investment Counsel
  • Choice Financial Partners
  • Sagewood Asset Management
  • Thomas Weisel Capital Management
  • Thomas Weisel Global Growth Partners
  • Washington Crossing Advisers
  • Ziegler Capital Management
  • Century Securities
  • Keefe, Bruyette & Woods
  • Sterne Agee Financial Services
  • Sterne Agee & Leach
  • Stifel Trust Delaware
  • Trust Company of Sterne Agee
  • 1919 Investment Counsel & Trust Company






“I wish to limit sharing of my personal information regarding my creditworthiness with our affiliates* for everyday business purposes.”
“I wish to limit sharing of my personal information with our affiliates* for marketing purposes.”
“I wish to limit sharing of my personal information with non-affiliates, including limiting my Financial Adviser’s ability to take my information to a new firm.”
Would you like an email confirming that your opt out request has been received?

Your opt out choice applies to everyone listed on each of your accounts. If you have questions, please contact your Financial Advisor.

Thank you.