How do I get information from my investments in Stifel?

In the past you have gone directly to Stifel for all information for taxes.

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How do I get information from my investments in Stifel?

Navigate to the appropriate section for your investments-1099-INT, 1099-DIV, 1099-B.

In your open return, select My Account
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Type '1099-INT (or 1099-DIV, 1099-B' in the box, then select GO

Enter 'Stifel' in the bank or brokerage box and sign into your account.

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