Forms Center

Find the forms you need by clicking on one of the tabs below or using the Search feature.

Please note that you’ll need Adobe Reader to view our forms – click here to download it free.

Completing Forms (choose one of the following):

1. Complete the form electronically, print it and sign the printed form. Forms completed electronically may be saved to your computer. Please physically sign any form that requires a signature. An electronic signature cannot be accepted.
2. Print the form and complete it by hand. Sign the printed form.

Submitting Forms (choose one of the following):

1.  Mail or deliver the completed form to your local branch office.
2. Scan and email the completed form to support@scottrade.com.