Terms of Use History

We're Updating Our Terms of Use Agreement

At Stifel, we are always looking to enhance our digital platforms, improve your experience, and keep you informed about our latest updates. We have recently amended our Terms of Use Agreement, which defines the relationship between you and Stifel. We hope this page is helpful but urge you to read the Terms in full. Thank you for choosing Stifel and our Wealth Tracker platform. We appreciate the opportunity to earn your business and leverage our more than 135 years of experience to serve generations of clients, working toward goals for today and tomorrow.

Version Dated June 9, 2026

Update includes:

Secure Communications Services Annex
- We have added the Secure Communications Annex, which covers Secure Communications Services as they become available, consisting of Document Sharing, My Vault, and Secure Messaging offerings.

Version dated September 15, 2021

Updates include:

Section 7 – Collection of Your Financial Account Information From Third-Party Financial Institutions by a Third-Party Aggregator
- This section was updated to clarify the terms of your relationship with Plaid, Inc., the independent third-party provider of aggregation services.
Section 8 – Your Data and Associated Risks
- This section was updated to clarify the rights of Stifel Wealth Tracker to retain the data you have supplied to the Stifel Wealth Tracker platform and to clarify your responsibilities if you choose to share or disclose any data supplied to the Stifel Wealth Tracker platform.