Account History
Your tax statements are located in the My Account section of your online account. Choose Account History from the menu bar on the left, and select the Tax Statements tab near the top.
The Tax Statements section:
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Contains links to the tax forms related to your account
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Highlights those years where tax forms were not generated and provides a link describing reasons why
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Shows when tax forms are scheduled to become available
Note: Tax forms since 2001 are available online. If you would like a copy of a tax form for before the year 2001, please contact your local Scottrade branch office.
To view your tax forms, click the PDF link for the tax form category and year of interest.
To view an explanation of why certain forms are not available for a given tax form category and year, click the Not Generated link for the form category and year.
To determine when a form will become available, find the availability schedule in the top row of the table for the tax form category.
| Special CD Features |
| Tax Information for Brokerage Accounts |
| Tax Information for Retirement Accounts |
| Scottrade Trading Site: Tax Statements |
| Scottrade Trading Site: Account Statements |
| Scottrade Trading Site: Opening An Account |
| Fort Lauderdale User Summit | 12/18/10 |
| Understanding Margin | 12/13/10 |
| Discover Scottrade | 12/13/10 |
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Investors should consider the investment objectives, risks, and 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 are available through our trading site 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.
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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. Margin Disclosure Statement (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 office. Supporting documentation for any claims will be supplied upon request.
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