You’re working toward long-term goals, and we have resources to help you get there one step at a time. Whether you want to handle your retirement savings on your own, are seeking professional guidance, or you want a combination of the two, we can help you find the right fit for your financial plan. Choose from a variety of services and thousands of investment products, including low-cost ETFs and nearly 3,000 no-transaction-fee mutual funds, to help you diversify your portfolio according to your investing strategy.
Note: Professional guidance may be provided for a fee.
See the Big Picture
It’s common for today’s investor to have multiple accounts working toward the same goals. Your retirement savings plan might include a 401(k) you opened with an old employer, an IRA, your brokerage account, maybe an account your share with a spouse, etc. When you bring all your accounts under one roof, you get a more holistic view of your portfolio and it’s easier to see how all your accounts are working together toward your big picture.
And if you roll over today, you could qualify for a cash bonus.
On Qualifying Deposits of $50,000 - $99,999
On Qualifying Deposits of $100,000 - $199,999
On Qualifying Deposits of $200,000 - $499,999
On Qualifying Deposits of $500,000 - $999,999
On Qualifying Deposits of $1,000,000+
This offer is valid for an eligible new or existing Scottrade account (Registered Account) in good standing that is registered for this offer and funded with at least $50,000 in cash or eligible securities (Eligible Funds) between January 13, 2015 and April 15, 2015 (Funding Period). Accounts can be registered on-line or through your local Scottrade branch. Registering an account for this offer will terminate its registration for any other cash bonus offer. Net deposits of $1,000,000 or more will receive $2,000; $500,000-999,999 will receive $1,000; $200,000-499,999 will receive $600; $100,000-199,999 will receive $300 and $50,000-99,999 will receive $100. Eligible Funds must come from sources external to Scottrade and will be valued as of the date received. You must maintain in the Registered Account an amount (minus trading and market volatility losses) equal to the sum of the balance of the Registered Account on the Registration Date plus the amount of Net Deposits on which Scottrade paid you a bonus, at all times for at least one year after the Registration Date or Scottrade may charge back any unqualified benefits. “Registration Date” is the date the Registered Account is registered and “Net Deposits” are Eligible Funds deposited into the Registered Account during the Funding Period minus Eligible Funds withdrawn from the Registered Account during the Funding Period.
Offer valid for new and existing Scottrade clients, U.S. residents age 18 and older. Offer not valid for Scottrade Bank® accounts, accounts for which Scottrade is solely an introducing broker or accounts of clients of registered investment advisors working with Scottrade, Inc. or its affiliates, except for Advisor Access accounts. Offer not valid for Scottrade employees and their immediate families or employees of any securities regulatory organization or exchange. Limit one offer per Registered Account. Offer is not transferable, no substitutions. Scottrade reserves the right to change, extend or remove this offer at any time in its sole discretion without notice. Other terms, conditions or eligibility criteria may apply.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such an offer or solicitation would violate any applicable law or regulation. You are solely responsible for your investment decisions. Any taxes relating to this offer are your sole responsibility. All cash bonuses deposited into taxable accounts will appear on your consolidated Form 1099 for the year in which the bonus was paid. Nothing in this offer shall constitute any tax, financial or legal advice.