Transferring Your Account to Scottrade

After you've opened an account with Scottrade, we make it easy to transfer in an external brokerage account. Follow these easy steps:

  1. Log in to your Scottrade® account.
  2. Hover over My Account.
  3. Click Deposits under the Transfer Funds heading.
  4. Select Move an Account to Scottrade under the Deposits for Scottrade Brokerage heading.
  5. Click on the link for the full account transfer. (For a partial account transfer, fill out the Account Transfer form as indicated.)
  6. Follow the instructions on the following pages. Choose your account type and enter your external account information to complete your deposit.

Visit our 5 Ways to Fund page for more information about funding your account.