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Scottrade Products & Services

Mutual Funds

Scottrade's mutual fund center puts you in control of your mutual fund portfolio. Choose Scottrade, a discount brokerage firm, as your mutual fund source and you'll discover the best-known and top-performing fund families. Choose from a growing list of no transaction fee, no load mutual funds, no load funds and load funds.

Mutual Fund Center – Scottrade offers you access to more than 10,000 mutual funds from well-known fund families, including load and no-load mutual funds.

Mutual Fund Screener – choose from our growing list of more than 1000 no-transaction fee mutual funds*. These can be bought, sold or exchanged online at no charge!

* 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 record keeping, shareholder or SEC Rule 12b-1 fees.

Consolidate Your Investment Portfolio Into One Account

We've made it simple to consolidate a variety of mutual fund positions and other stock investments into one Scottrade account. Holding mutual funds in your IRA at Scottrade can eliminate the need for multiple IRA accounts and excess fees. Plus, instead of navigating through tons of paperwork from various brokerage firms, you'll receive one easy-to-read Scottrade investment statement delivered right to your online Scottrade account.

Advantages of Mutual Fund Investing at Scottrade

Service

Scottrade has over 382 branch offices staffed by dedicated stock brokers and a National Service Center to assist you with mutual fund transactions or questions about your account.

Convenience

You can place your stock trades in your Scottrade account via the Internet, telephone, or in person by visiting your local brokerage branch office.

Marginabiltiy

You can borrow against your mutual funds in a margin account after they have been owned for 30 days. Margin trading involves interest charges and risk, including the potential to lose more than deposited or the need to deposit additional collateral in your trading account in a falling market. Scottrade's margin agreement is available online and at our branch offices; this agreement contains the Margin Disclosure Statement information on our lending policies, interest charges and the risks associated with margin accounts. Find our more at our Mutual Fund Center.

Start a Mutual Fund Account Today

Opening a mutual fund to save for retirement is simple! Read more at our Mutual Fund Center, call us at 1-800-619-SAVE (7283) or visit a Scottrade stock broker at your nearest branch office.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund carefully before investing. The prospectus contains this and other information about a mutual fund. The fund's objectives(s) and risk level as well as sales charges, redemption fees, initial minimum investment requirements, expense ratios, and rules regarding market timing are fully disclosed in the prospectus. Prospectuses may be ordered via our trading site or through a Scottrade Branch Office. The prospectus should be read carefully before investing.

Mutual Fund Investing
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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.