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Scottrade® Advisor Services

Focus on Advisors

Scottrade^® Advisor Services provides low-cost institutional trading and custodial services to independent registered investment advisors (RIAs).

Since 2005, the business unit has offered personalized support through dedicated relationship teams. With no minimum asset requirement and low commisssions, Scottrade^® Advisor Services is an exceptional value for advisors looking to grow their practice.

Through an easy-to-use website, advisors can manage multiple client accounts from one master account, place block trades with real-time allocation and conveniently bill advisory fees.

Scottrade, Inc., provides education, tools and research to help self-directed investors and traders make better investment decisions. It does not provide in-house financial advice or investment recommendations. Because of this, Scottrade^® Advisor Services can serve as a business partner – not a competitor – to the advisors it serves.

Proprietary RIA Research

Scottrade’s research initiatives work to provide information that is relevant, timely and useful to RIAs as they grow their business with Scottrade^® Advisor Services.

The Scottrade^® Advisor Services Study examines the advisor landscape and the changes in the past year. It provides insight into behaviors and attitudes RIAs are seeing among their clients.

RIA Tools and Strategic Resource Partners

In a tough economic climate, registered investment advisors (RIAs) often feel the strain of independence. They must balance cost control and business-building activities with financial planning and other client services. Having the right tools to quickly respond to changing client needs and being efficient in their business is especially important.

Input from advisors has helped Scottrade^® Advisor Services improve its online trading tools, expand its product availability and develop features to meet the needs of RIAs. Scottrade^® Advisor Services’ platform offers many features to help advisors manage their practices efficiently, including institutional block trading, cost basis reporting, and advanced research and client account management tools. The business unit also has quotes and research tools from Morningstar and Standard & Poor’s Stock Reports.

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Scottrade, Inc. and Scottrade Bank are separate but affiliated companies and are wholly-owned subsidiaries of Scottrade Financial Services, Inc. Brokerage products and services offered by Scottrade, Inc. - Member FINRA and SIPC. Deposit products and services offered by Scottrade Bank, Member FDIC.

Brokerage Products Not FDIC-Insured - Not Bank Guaranteed - May Lose Value.

Online market and limit stock trades are just $7 for stocks priced $1 and above.

*May 2012, Smart Money recognized Scottrade as its overall second-highest ranking broker, with the highest score for fees and commissions and banking services.

Scottrade does not charge setup, inactivity or annual maintenance fees. Applicable transaction fees still apply.

Scottrade does not provide tax advice. The material provided is for informational purposes only. Please consult your tax, or legal, advisor for questions concerning your personal tax or financial situation.

Select investments are commission free to those using Scottrade's online platforms. Other fees and charges may apply.

Any specific securities, or types of securities, used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.

Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds’ performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses may be ordered through Scottrade.com or through a Scottrade branch office. The prospectus should be read carefully before investing. No transaction fee (NTF) funds are subject to the terms and conditions of the NTF funds program. Scottrade is compensated by the funds participating in the NTF program through recordkeeping, shareholder, or SEC 12b-1 fees.

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or it is available at one of our branch offices. It contains information on our lending policies, interest charges, and the risks associated with margin accounts.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the Scottrade Options Application and Agreement, Brokerage Account Agreement, and by downloading the Characteristics and Risks of Standardized Options and Supplements (PDF) from The Options Clearing Corporation, or by requesting a copy from a Scottrade branch office. Supporting documentation for any claims will be supplied upon request.

Market volatility, volume, and system availability may impact account access and trade execution.

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Scottrade® and the Scottrade® logo are the registered and unregistered trademarks of Scottrade, Inc. and its affiliates.

© 2013 Scottrade, Inc. All rights reserved.