Online Application

Welcome To Scottrade

Thank you for using our Online Account Application. Opening a new account is quick and easy.

You will need:

  • • About 10 minutes to open your new account
  • • Social Security Number or Individual Taxpayer Identification Number
  • • Employer’s name, address and phone number
  • • Beneficiary's Social Security Number, address and date of birth (IRAs Only)

Interested in options trading? View your account alternatives.

Scottrade offers two alternatives for options trading:

Basic Options Trading - If you understand the basics and risks associated with trading options, continue with your application and add options trading to any account type when prompted. This level allows:

  • Buying Puts
  • Buying Calls
  • Selling Covered Calls

Advanced Options Trading - If you are an advanced options trader who requires the latest tools and features go to OptionsFirst (www.options.scottrade.com) to learn more and apply for an advanced options account. This level allows:

  • Cash-secured Puts
  • Spreads
  • Selling Uncovered Options
Choose Your Account Type

All fields marked with an asterisk (*) are required.

Joint Account Applicants: Please enter the primary applicant information on this screen.

Coverdell/Custodial/Guardian Applicants: Enter the Responsible Party, Custodian, or Guardian information on this page.

Trust and Business Account Applicants: Enter the Trustee’s information on this page.

Corporate Account Applicants: Enter the information for the primary trader for this account; please do not enter corporate information on this page.

Email Address: Please supply the email address you would like your new account communications sent to.

Home Address: Enter your physical home address. (No P.O. Boxes) This should be your legal address for tax reporting purposes. You may enter an alternate mailing address later in the application.

Additional Information: Later you will have the opportunity to add any name salutations and edit this information for accuracy.

Select Account Type: If you wish to open an account not listed, select the last option and click Continue to view all available account types.

* required information
 
Enter Primary Account Holder Information
First Name *
Middle Name or Initial
Last Name *
Email Address *
Confirm Email Address *
Enter your physical home address. (No P.O. Boxes) This should be your legal address for tax reporting purposes. You may enter an alternate mailing address later in the application.
Home Address *
(No P.O. Boxes) 		 
City *
State *   ZIP Code *
Preferred Phone Number *
     ( )    -   
 
Please select the type of account you wish to open.
Manage your finances with our Individual brokerage account. Includes online trading, instant funding and cash management features.
Up to three individuals may manage their finances with our Joint brokerage account. Includes online trading, instant funding and cash management features.
Save and grow assets for your retirement with our IRA accounts. Provides for tax-deferred growth and potential tax-deferred contributions.
Select this option if you want to open a Guardianship, Trust, Corporate, Partnership, or other account type not listed.

USA Patriot Act Notice

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What that means for you: When you open an account we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents.

 

Questions?  Call
(800) 619-SAVE (7283)

Privacy Statement

We are very committed to protecting the privacy of your personal information and will not sell, rent or license this information to anyone. We may use your personal information to notify you of useful products or services and send email communications such as newsletters, new client information, event invitations and offers. You will always have the option to unsubscribe from any promotional email communications from Scottrade, Inc. Please refer to our Privacy Statement for more information.

 

* required information
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