Scottrade Products & Services

Advisor Services

Scottrade Advisor Services provides a value-based custodial trading platform for independent Registered Investment Advisors that is powered with innovative trading and portfolio management tools, and supported by dedicated relationship teams that continue Scottrade's award-winning customer service.

Dedicated Service

Scottrade's Award-winning Personalized Service goes a step further for our Advisor Services clients with dedicated relationship teams. We understand that each investment advisor is unique. Your dedicated relationship team will get to know you and your business so we can offer comprehensive solutions supported by our extensive resources to meet your business needs.

All the tools you are looking for in one easy-to-use interface.

The power to manage accounts by groups exists within our Group Administration page. First, you can designate each account with an alphanumeric display name of your own choosing, so you don't have to memorize account numbers.

Scottrade's excellent pricing delivers better return for your clients, with no advisor enrollment fee, and no minimum asset total.

That's right. Scottrade's valued pricing allows you and your clients to see better returns on your investments. Including $7 trades, $500 minimum account balance, no fee IRA's and much more.

Visit the Scottrade Advisor site to learn more and open an account now!

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Brokerage Products and Services offered by Scottrade, Inc. – Member FINRA and 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 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.

Investors should consider the investment objectives, risks, charges, and expenses of an Exchange-Traded Fund (ETF) carefully before investing. A prospectus contains this and other information about the ETF can be obtained from the issuer. The prospectus should be read carefully before investing.

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 are not appropriate for all investors. Detailed information on our policies and the risks associated with options can be found in Scottrade's Options Application and Agreement, Brokerage Account Agreement, and Characteristics and Risks of Standardized Options (also available at one of our branch offices). All option accounts require prior approval by Scottrade.

Online market and limit equity orders are just $7 for stocks over $1.

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.