Top-Rated Redtail CRM Available to Scottrade Advisors



Manage Your Clients and Business More Effectively

Top-Rated1 Redtail CRM Available to Scottrade Advisors

Relationships are based on understanding and addressing fundamental needs. A client relationship management, or CRM, solution can help you efficiently manage your existing clients while giving you more time to build your client base more effectively. We've partnered with Redtail Technology to offer top-rated1 Redtail CRM and Redtail Imaging at a discounted price to advisors who custody assets with Scottrade. We are committed to providing RIAs with products and services designed to help their businesses grow.

Redtail CRM was designed specifically for financial professionals and with its Web-based design, it can help you easily manage current client relationships and make new ones from anywhere.

Here's how you can benefit by purchasing Redtail CRM through Scottrade:

  • Affordability – Manage client relationships efficiently with Redtail CRM and Redtail Imaging services for $60 per month, a savings of $54.
  • Accountability – 15 firm associates gain access to a top-rated1 CRM solution and an imaging service with 10 GB of cloud-based storage to archive and access important client documents from anywhere.
  • Accessibility – Access Redtail CRM directly from your Scottrade account without an additional login. Stay up-to-date with market information from the Redtail CRM dashboard. Redtail CRM's free mobile app for iPhone®/iPad®, Android™ and Blackberry® users makes it easy to take your business on the go.

It’s easy to start using Redtail CRM. Contact your dedicated relationship team today to learn how to enroll with Scottrade® Advisor Services and seamlessly transition your Redtail CRM data.

The top-rated2 business-building package of Redtail CRM and MoneyGuidePro™ is just one reason why more RIAs are saying I’m with Scottrade® Advisor Services.

Telephone: (877) 306-7135
Email: sasinfo@scottrade.com

Already working with Scottrade® Advisor Services? Contact your dedicated relationship team to learn more about how you can build client relationships using Redtail CRM.

Telephone: (877) 726-8741
Email: advisorservices@scottrade.com

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Scottrade, Redtail Technology and MoneyGuidePro™ are not affiliated. Scottrade is not responsible for statements, offers or products issued by Redtail Technology and MoneyGuidePro™. Please research any product or service carefully before making a purchase.Scottrade is not affiliated with MoneyGuidePro, Lexington Compliance or CalSurance Associates. Scottrade is not responsible for statements, offers, or products issued by MoneyGuidePro, Lexington Compliance and CalSurance Associates. Please research any product or service carefully before making a purchase.

Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc. – Member FINRA /SIPC.

Any specific securities, or types of securities, used as examples are for demonstration purposes only. No information on this web site 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, risks, charges, and expenses of mutual fund carefully before investing. A prospectus contains this and other information about the fund and is available through www.scottrade.com or through a Scottrade branch office. The prospectus should be read carefully before investing. No transaction fee (NTF) funds and Load Waived funds are subject to the terms and conditions of the program. Scottrade is compensated by the funds participating in these programs through recordkeeping, shareholder, or SEC 12b-1 fees.

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.

MoneyGuidePro™ was ranked #1 financial planning software in the Financial Planning Magazine 2011 Technology Survey.

Scottrade and MoneyGuidePro are not affiliated. Scottrade is not responsible for statements, offers, or products issued by MoneyGuidePro. Please research any product or service carefully before making a purchase.

1Voted #1 CRM and #1 Technology Product in the 2012 InvestmentNews 2012 Adviser Technology Study

2Redtail CRM was voted #1 CRM and #1 Technology Product in the 2012 InvestmentNews 2012 Adviser Technology Study and MoneyGuidePro™ was voted #1 financial planning software in the Financial Planning Technology Survey 2011

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 your local branch offices. Market volatility, volume, and system availability may impact account access and trade execution. Supporting documentation for any claims will be supplied upon request.

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

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

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

Scottrade® Advisor Services will reimburse transfer fees up to $100 charged by another broker when your clients transfer an account or household of accounts with a total value of $50,000 or more to Scottrade. Household is defined by mailing address. The transfer reimbursement does not currently have a termination date. However, Scottrade Advisor Services reserves the right to terminate this offer at any time without prior notice or extend the offer at its sole discretion. Void where prohibited.

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

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

© 2013 Scottrade, Inc. All rights reserved.