After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.
Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.
This form has been made available pursuant to Treasury Regulations and IRS guidance.
Stifel does not provide tax advice. Please contact your personal tax advisor for further clarification and application of this information to your particular tax circumstances.