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Stifel, Nicolaus & Company, Incorporated

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Stifel, Nicolaus & Company, Incorporated | access.investor.stifel.com Reviews

https://access.investor.stifel.com

Client ID (displays as capital letters). Remember My Client ID. Forgot Your Client ID? Online access for Stifel clients, providing detailed account information, market data, research and more. If your account is already setup for Stifel Access, please log in to the right. If you are an existing client without online access, please click on the following link to create a new username and password for your account.

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Register

https://access.investor.stifel.com/Modules/Users/Investor/Create/create.php

Social Security Number (xxx-xx-xxxx). Date of Birth (mm/dd/yyyy). Zip code (# # #). If you are registering an account with a Tax ID instead of a Social Security Number, please format the Tax ID as XX-XXXXXXX. Website Access (Fields are case sensitive). Client ID (8-16 characters; displays as capital letters). Password (8-22 characters; min 2 numeric digits). Are you the account owner? Primary Account Number (xxxxxxxx). Need help finding your Primary Account Number?

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Forgot Password

https://access.investor.stifel.com/Modules/Users/Investor/ForgotPassword/enter.php

If you have forgotten your password, enter your login ID and click Continue. The next screen will ask you to enter your email address. If you enter it correctly, you will be emailed a link to reset your password. Please enter your Client ID. Displays as capital letters).

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Stifel | Investor Relations

http://www.stifel.com/investor-relations

3765 - 38.65. 2500 - 47.66. Market data is delayed by at least 15 minutes. Stifel Financial Corp. is a diversified financial services holding company that conducts its business through several wholly owned subsidiaries. Its primary broker-dealer subsidiary, Stifel, Nicolaus and Company, Incorporated, is a full-service brokerage and investment banking firm established in 1890. Stifel to Meet With Institutional Investors. August 16, 2016. Stifel Reports Second Quarter 2016 Financial Results. August 2, 2016.

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Order 401k Rollover Kit

http://www.rollover.net/Order.htm

Stifel Nicolaus Client Account @ccess:. Retire Well ● Contact Us. Our Rollover Kit includes everything you need to make an informed decision about what to do with your employer-based retirement plan distribution. First, tell us the name of the company where you have your 401(k):. What is a 401(k) Rollover? How Do I Start a Rollover? Which IRA is Best?

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Which IRA is Best?

http://www.rollover.net/Which-IRA-is-Best.htm

Stifel Nicolaus Client Account @ccess:. Retire Well ● Contact Us. Which IRA is Best? When determining which IRA is best for you, your choice should be based on three factors:. Your particular tax situation. When you plan to begin withdraws. Stifel Nicolaus, in partnership with your tax advisor, can help you determine whether making contributions to a Traditional IRA, a Roth IRA, or partial contributions to both a Traditional and a Roth IRA, is most beneficial to you. Or, CLICK HERE. Which IRA is Best?

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What is a 401K Rollover? | Find answers at Rollover.net

http://www.rollover.net/What-Is-A-401k-Rollover.htm

Stifel Nicolaus Client Account @ccess:. Retire Well ● Contact Us. What is a 401k Rollover? Consider a 401k Rollover. Unfortunately, these tough economic times have brought about significant layoffs at companies throughout the country. If you ve been affected by a layoff or are simply considering a job change, you may be wondering what will happen to the money you ve saved in your employer-sponsored retirement plan. With several options available to you, how do you know which is the right one? It is impor...

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Retirement Planning and 401k Rollover Center

http://www.rollover.net/RetirementPlanning.htm

Stifel Nicolaus Client Account @ccess:. Retire Well ● Contact Us. Is more important than ever. An underfunded Social Security program has left many wondering if they should even include those benefits in their retirement planning. One thing is for certain: unless you plan to work forever, you're going to need to develop a retirement plan. Now that you have determined how much you will need at retirement, you will need a plan to make sure you have enough saved. During the savings and accumulation phas...

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Start 401k Rollover

http://www.rollover.net/Start.htm

Stifel Nicolaus Client Account @ccess:. Retire Well ● Contact Us. Start your 401k Rollover. If you are receiving 401(k) proceeds or a distribution from another employer-sponsored retirement plan, you should consider all of your investment options. A direct rollover may be your best choice especially if you seek to maintain the tax-deferred growth of your retirement investment. However, everyone's financial situation is unique, and you need to consider your investment options carefully. Which IRA is Best?

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2016 IRA Contribution Limits

http://www.rollover.net/2014-IRA-Contribution-Limits.htm

Stifel Nicolaus Client Account @ccess:. Retire Well ● Contact Us. When you have left the employment of a company, you can no longer contribute to that company's retirement plan. By rolling your 401(k) or other employer plan into a Stifel Nicolaus self-directed IRA, you may be able to make additional contributions each year. The 2015 and 2016 IRA contribution limits are highlighted below:. Individuals age 50 and over by the end of contribution year are eligible for catch-up contributions.

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Wealth Strategist

http://www.rollover.net/WealthStrategist.htm

Stifel Nicolaus Client Account @ccess:. Retire Well ● Contact Us. The Stifel Nicolaus Wealth Strategist Report is an individualized plan developed to analyze your current situation and show you strategies to help you pursue your goals. It will be based on an in-depth questionnaire and interview conducted by a Stifel Nicolaus Financial Advisor. The Plan is then presented to you in a hard-bound volume entitled the Wealth Strategist. What is a 401(k) Rollover? How Do I Start a Rollover? Which IRA is Best?

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Financial Newsletters - Free

http://www.rollover.net/Newsletters.htm

Stifel Nicolaus Client Account @ccess:. Retire Well ● Contact Us. Every month Stifel Nicolaus produces the Investment Strategist. A newsletter devoted to timely financial planning advice for individual investors. To view this month's edition of the Investment Strategist. Retirement Plans Quarterly (RPQ). Every quarter Stifel Nicolaus produces the Retirement Plans Quarterly. To view this quarter's edition of Retirement Plans Quarterly. Stay informed. Subscribe to our newsletters today! Which IRA is Best?

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Featured Links : Robert Burns, CFP® - IRA Rollovers, Retirement Income, Financial Planning

http://www.burnsinvestmentgroup.com/featured_links.cfm

Your Dreams, Our Purpose.". 30448 Rancho Viejo Road. A Professional Team Approach. Successful Investor Mindset Strategies. Stifel Access (Client Login). Stifel Guidepost Program - 401(k) Plan. Markets at a Glance. Your Dreams, Our Purpose.". Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites. State of California's Unclaimed Property Search Page. Official State of California's web site to help you search for unclaimed property being held by the state.

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Stifel, Nicolaus & Company, Incorporated

Client ID (displays as capital letters). Remember My Client ID. Forgot Your Client ID? Online access for Stifel clients, providing detailed account information, market data, research and more. If your account is already setup for Stifel Access, please log in to the right. If you are an existing client without online access, please click on the following link to create a new username and password for your account.

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