Funding Your IRA Account
| Quickly transfer funds to your Scottrade account from your checking or savings account |
Simply log into your Scottrade account, click the “My Account" tab and select "Deposits" from the left-hand margin.
Next click on "Use Money Direct." Select the account you would like to add, populate the required fields, and click continue.
| Deliver a check to your local branch office |
If you would like to deposit a check - you may mail or drop off a check or stock certificates to your local Scottrade branch office.
Scottrade will usually accept:
- Personal checks written by the account holder
- Cashiers checks
- Money Orders
- IRS/tax refund check
- Personal check written by someone NOT on the account, but IS a Scottrade client
Scottrade may accept under CERTAIN CIRCUMSTANCES*:
- Credit card check (not acceptable to open an account)
- Third party check from a financial institution
- Payroll check
- DBA (Doing Business As) check
- Foreign Check
Scottrade will NOT accept:
- Travelers Checks
- Checks written by the trade agent on an account
- Bank Drafts
- Check drawn on a partnership for deposit to an individual member of that partnership
- Post dated checks
*Scottrade management has the discretion to refuse a check for any reason
| Transfer an existing account |
To transfer an existing account from any other firm to Scottrade, submit a completed Account Transfer form (may be obtained from the Forms Center online or at your local branch office) along with a copy of your account's most recent monthly statement. You can mail, fax, or drop these off at your local branch office.
| Wire Transfer |
To wire transfer funds from your financial institution directly into your Scottrade account, you will need to provide the following information to your financial institution:
US Bank, 721 Locust Street, St. Louis, MO 63101
ABA: 081000210
Scottrade Account number: 1001086162
Scottrade's Complete Mailing Address:P.O. Box 31759 St. Louis, MO 63131-0759
Further Credit to: {Your Scottrade Account Number and Account Title}
Please be sure your financial institution includes the words "further credit" followed by your Scottrade account number and account title.
This information is not intended to be legal or tax advice. Please consult a tax, legal, or financial professional with questions.

