Manage Your Retirement Your Way with a Scottrade IRA Rollover
Did you remember to move your retirement savings after you left your last job?
Leaving your assets in a plan held by a previous employer may not be the most advantageous strategy when moving on to a new opportunity. Take control of your retirement strategy with a Scottrade IRA.
Tax-Deferred & Tax-Free1 Options
Scottrade offers tax-deferred and tax-free IRA rollover options, letting you take advantage of a wide range of mutual funds, stocks, bonds and ETFs, including thousands of commission-free investments2, while maintaining the tax status of your IRA.
Rolling over is easy – Scottrade doesn’t charge transfer, set-up or maintenance fees* and free rollover assistance is available if you have any questions about moving or consolidating your plans. Learn More >>
Now that’s doing more with your money.
Scottrade does not charge a rollover or transfer fee but there may be charges to roll or transfer from your existing plan. Please review your plan carefully.
1Scottrade does not charge set-up, termination, inactivity or annual maintenance fees. Applicable transaction fees still apply.
2Select investments are commission free to those using Scottrade's online platforms. Other fees and charges may apply.
Terms & Conditions
*Scottrade will reimburse the account transfer fees up to $100 charged by another broker when you transfer your account with a value of $10,000 or more to Scottrade. You must apply for the fee reimbursement offer by completing and submitting a Scottrade Account Transfer Reimbursement Request form and a statement providing proof of imposed transfer fees. Account Transfer Reimbursement Request forms and proof of transfer fees can be mailed, faxed or personally delivered to your local Scottrade branch office. Reimbursement will be made to your account via a credit within 30 days of receipt of the Account Transfer Reimbursement Request form and proof of transfer fees. The transfer reimbursement does not currently have a termination date. However, Scottrade reserves the right to terminate this offer at any time without prior notice or extend the offer at its sole discretion. Void where prohibited.