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

Fields in bold are required.

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At which entity do you currently have an account?
  • Stifel Nicolaus & Co., Inc
  • Stifel Bank
  • Stifel Trust
  • 1919 Investment Counsel
  • Choice Financial Partners
  • Thomas Weisel Capital Management
  • Thomas Weisel Global Growth Partners
  • Washington Crossing Advisers
  • Ziegler Capital Management
  • Century Securities
  • Keefe, Bruyette & Woods
  • Stifel Trust Delaware






“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?

Thank you.