Stifel Trust Disclosures

Privacy Policy

Learn about our privacy practices at

Business Continuity

Addressing the possibility of a future business disruption, Stifel Trust has developed a Business Continuity Plan describing how we will respond to events that significantly disrupt our business.

Since the timing and impact of disasters and disruptions is unpredictable, we will be flexible in responding to actual events as they occur. Our program is designed to ensure that we can continue to do business with little or no disruption, that assets will be secure and accessible, and that you will be able to reach us regardless of the unplanned business interruption or scope of the situation.

Contacting Us – If after a business disruption you cannot contact us as you usually do at (314) 342-4450, you should go to This website will be updated with further information.

For more information – If you have questions about our business continuity planning, you can contact us at (314) 342-4450 or by mail at:

Stifel Trust Company, N.A.
Business Continuity Plan
One Financial Plaza, 10th Floor
501 North Broadway
St. Louis, Missouri 63102

Security Statement

Stifel Trust Company, N.A. (ST) has an Information Security Program that actively:

Ensures the security and confidentiality of client information;
Protects against any anticipated threats or hazards to the security or integrity of such information;
Protects against unauthorized access to or use of such information that could result in substantial harm or inconvenience to any client; and
Ensures the proper disposal of client information and consumer information.

While we have developed security measures to help protect your personal information from unauthorized access, destruction, loss, or alteration, please assist us by safeguarding information about your account(s), including account numbers and any PIN(s) or password(s) you use to gain access to your account information. For more information about Cybersecurity measures you can take to protect your personal information, please visit the Department of Homeland Security’s United States Computer Emergency Readiness Team’s website at or the National Cyber Security Alliance at

Fraud Prevention

Your National Resource for Identity Theft Prevention and Identity Theft Reporting is

Other resources include:

American Bankers Association Consumers

U.S. Department of Justice

USPS Postal Inspectors

One way to protect yourself is to order copies of your credit report once a year to ensure they are accurate. You can call each of the three national credit-reporting agencies, because each may contain different aspects of your credit history, or you can contact the Annual Credit Report Service for one free credit report each year.

If you have been denied credit in the past 60 days, the credit-reporting agency that sent the report to your prospective creditor must provide you with a copy of the report for free. However, it will not be sent automatically, so you have to request a copy from the credit-reporting agency. (877) 322-8228

Equifax (800) 685-1111

Experian (888) 397-3742

TransUnion (800) 916-8800

Take action if you are a victim:

Financial fraud is a crime; call your local police department.

Contact the fraud units of all three credit bureaus. Ask them to “flag” your account, which tells creditors that you are a victim of identity fraud. Also, add a victim’s statement to each of your credit bureau reports that asks creditors to contact you in person to verify all applications made in your name. Call the fraud units of the credit bureaus at:

TransUnion Fraud Assistance Department (800) 680-7289

Equifax Fraud Assistance Department (800) 525-6285

Experian Fraud Assistance Department (888) 397-3742

Call the Federal Trade Commission’s ID Theft hotline at (877) 438-4338. The hotline is staffed by counselors trained to help ID theft victims. Check out the FTC Web Site, which includes an Identity Theft Affadavit to help simplify the process of clearing up accounts opened by an identity thief.

Notify your banks. They can help you obtain new account numbers for all of your checking, savings, and other accounts. Be sure to pick a new PIN number for your ATM and debit cards. Close all of your credit card accounts and open with new account numbers.

Notify the Postal Inspector if you suspect mail theft – a felony.

Depending on your situation, you may want to contact the Social Security Administration to get a new Social Security number. Their telephone number is (800) 772-1213. You also may want to contact your telephone, long distance, water, gas, and electrical companies to alert them that someone may try to open an account in your name.

Finally, make sure to maintain a log of all the contacts you make with authorities regarding the matter. Write down each person’s name, title, and phone number in case you need to re-contact them or refer to them in future correspondence.

Legal Disclaimer

Stifel Trust Company, N.A. is a subsidiary of Stifel Financial Corp. and an affiliate of Stifel, Nicolaus & Company, Incorporated.

Market Prices

Market prices shown for publicly traded securities have been obtained from pricing services, which we believe are reliable; however, we cannot guarantee their accuracy or that securities can be bought or sold for these prices. Fair market value may not be available for illiquid or non-publicly traded assets, in which case fair value may be applied on a best efforts basis. Put and call options are priced at cost.

Linked Web Sites

When you access certain links on the Stifel Trust Company, N.A. (Stifel Trust) web site, you may leave the Stifel Trust web site. Stifel has not reviewed any of the web sites linked to the Stifel Trust web site and does not endorse or accept any responsibility for the content of such web sites nor the products, services or other items offered through such web sites. Without limitation of the foregoing, the sites linked to the Stifel Trust web site are not under the control of Stifel Trust and Stifel Trust is not responsible for and makes no representations, warranties, or conditions concerning the contents of any linked site or any link contained in a linked site. All of the disclaimer and limitations set forth herein shall apply to your accessing of other web sites through links on the Stifel Trust web site.

Tax Information

The tax information herein is not intended to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties. It was written to support the promotion of Stifel Trust. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

Regulatory Disclosure

Stifel Trust Company, N.A. (“Stifel Trust” or “us”), a subsidiary of Stifel Financial Corporation (“Stifel”), is a national limited purpose trust bank regulated by the Office of the Comptroller of the Currency, providing us the ability to offer fiduciary and related services in all 50 states. Stifel Trust is an affiliate of Stifel, Nicolaus & Company, Incorporated, a registered securities broker-dealer and a registered investment advisor. Both firms are headquartered in St. Louis Missouri and each is a wholly-owned subsidiary of Stifel Financial Corp.

Unless otherwise specified, products purchased from or held by Stifel Trust Company, N.A. are not insured by the FDIC or any other governmental agency or government-sponsored agency of the federal government or any state, are not deposits or other obligations of Stifel Trust Company, N.A., are not guaranteed by Stifel Trust Company, N.A., and are subject to investment risks, including possible loss of the principal invested.

The information on this web site is not an offer to sell or a solicitation of an offer to buy, any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made.