I had an initial call with HR, during which I learned that Stifel requires all employee brokerage accounts to be moved under the firm’s management. When I asked about retirement IRAs, I was told that these would also need to be transferred. I had to decline this opportunity, as I cannot imagine moving my brokerage accounts to be managed, without even DIY option, by the company. I was surprised by this requirement, as I have previously worked at another broker‑dealer where, although there were some trading restrictions, transferring existing accounts from reputable firms like Fidelity or Schwab was never mandatory. I understand that having employee accounts in-house likely reduces the burden on Compliance monitoring, but this policy feels extremely restrictive.