Quick Transfer Between Bank and Margin Account

You can now make one-time transfers from your bank account to your margin account using the new Quick Transfer table.

To transfer margin funds:

  1. Log in to your Scottrade accountand you will see your Home page. If the Quick Transfer table isn't already on your Home Page, click “Edit this Home Page” in the upper left. Then, click the + sign in the upper-right corner of the Quick Transfer table to add this feature.
  2. In the Quick Transfer table, choose the accounts in the From and To drop-down menus that you want to transfer your money between. Enter the amount you want to transfer, then click Continue.
  3. Confirm the information you submitted is correct. Click Submit Transfer.
  4. Receive confirmation of transfer.

Get More on Margin: