Don’t ignore your old 401(k); consider consolidating your accounts today. Then, start taking advantage of everything Scottrade has to offer.
*The Cash Offer Extension ended on April 15, 2014. See terms and conditions below.
Get up to $100 in other broker transfer fees refunded.**
Pay just $7 for stocks $1 and above for online equity orders.
Before making any rollover decisions, investors should research and consider all available retirement options carefully. Your decision should reflect consideration of various factors, including the benefits and penalties involved. Some of these factors include, but are not limited to, investment or account related fees and expenses, differing levels of service available, withdrawal penalties, creditors and legal protections, required minimum distributions, and factors related to owning employer stock. The importance of these factors will vary depending on your individual needs and circumstances. Tax consequences may vary depending on state law and your individual situation. Scottrade does not provide tax advice. Please consult your tax or legal advisor for questions concerning your personal tax or financial situation.
*This cash bonus offer is valid for an eligible new or existing Scottrade account (“Registered Account”) registered from January 16, 2014 through April 15, 2014, and funded with at least the required minimum net deposits in cash or securities (“Eligible Funds”) within ninety (90) days after the date the Registered Account was registered (“Registration Date”). Eligible new accounts can be registered on-line or by contacting your local Scottrade branch. Eligible existing accounts can be registered by contacting your local Scottrade branch. The Eligible Funds must come from sources external to Scottrade and all cash and securities transfers from external sources will be valued as of the date received by Scottrade. If net deposits from external sources less assets withdrawn or transferred out of the Registered Account equal to at least the minimum required amounts (minus trading losses) do not remain in the Registered Account for at least one year after the Registration Date, then Scottrade may, in its sole discretion, charge the amount of the cash bonus back to the Registered Account. Other restrictions may apply.
Offer valid for new and existing Scottrade clients, U.S. residents age 18 and older. Offer not valid for Scottrade Options First® or Scottrade Bank® accounts. Offer not valid for Scottrade employees and their immediate families. Limit one offer per Registered Account. Offer is not transferable, no substitutions. This offer is being made for a limited time. Scottrade reserves the right to modify, restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
Please consult a professional tax advisor about appropriate tax reporting and treatment of the cash bonus amount. Any taxes resulting from the cash bonus are your responsibility. All cash bonuses deposited into taxable accounts will appear on your consolidated Form 1099. Nothing in this offer shall constitute any tax, financial or legal advice.
**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.
1 February 2013, Scottrade received the highest numerical score among self-directed investing service providers in the proprietary J.D. Power & Associates 2013 Self-Directed Investor Satisfaction Studysm. Study based on responses from 3,619 investors measuring 10 providers and measures satisfaction of self-directed investors. Proprietary study results are based on experiences and perceptions of consumers surveyed in January-February 2013. Your experiences may vary. Visit jdpower.com.
February 2012, 2Stockbrokers.com rates Scottrade with five of five stars for its customer service, ease of use and investor education as well as the title of "Best Overall Client Experience".
February 2012, Brand Keys Customer Loyalty Engagement Index recognized Scottrade as a top online brokerage for the eighth consecutive time.
For a complete listing of Scottrade awards and recognition, see https://about.scottrade.com/who-we-are/awards.html.