Discover new opportunities for your old 401(k) with a Scottrade® Rollover IRA.*  

Whether you want to plan for retirement on your own, need access to professional guidance provided by Scottrade Investment Management or require a combined approach, we can help make sure you’re on track to reach your goals.

If you still have a 401(k) or other workplace savings plan with a former employer, you have options when it comes to re-investing those assets. You could:

  • Roll over your funds into a Scottrade® IRA
  • Keep your assets in your former employer’s 401(k) plan
  • Transfer the assets into a new 401(k) plan offered by your present employer
  • Cash out your 401(k) account

If rolling over your old 401(k) to a Scottrade® IRA is the right option for you, there’s no better time than now to get started.

Open and fund an account today and you could qualify for our most exciting offer yet.

50 free trades
on qualifying deposits of
$10,000 - $24,999
$100
cash bonus
+ 50 free trades
on qualifying deposits of
$25,000 - $49,999
$200
cash bonus
+ 50 free trades
on qualifying deposits of
$50,000 - $99,999
$300
cash bonus
+ 50 free trades
on qualifying deposits of
$100,000 - $249,999
$600
cash bonus
+ 50 free trades
on qualifying deposits of
$250,000 - $499,999
$1,000
cash bonus
+ 50 free trades
on qualifying deposits of
$500,000 - $999,999
$2,000
cash bonus
+ 50 free trades
on qualifying deposits of
$1,000,000+

New clients: Complete the form on this page to start the application process

Existing clients: Click here to register your account for this offer

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. 

Guidance Solutions from Scottrade Investment Management™ and Advisor Access from Scottrade Investment Management™ are investment advisory services offered by Scottrade Investment Management™, a registered investment advisor. Brokerage products and services are offered through Scottrade, Inc., member FINRA / SIPC, while advisory services are provided by Scottrade Investment Management™. Scottrade Investment Management™ and Scottrade Inc. are both wholly owned subsidiaries of Scottrade Financial Services Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Services provided by Scottrade Investment Management involve an additional fee.

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Open a New Account

It's quick and easy

You will need the following:

  • Your Social Security number or Individual Taxpayer ID
  • Your employer's name, address and phone number (if applicable)
  • Your beneficiary's Social Security number and date of birth (IRAs only)
  • About 10 minutes of your time
All fields are required
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This Trades and Cash Offer (“Offer”) is valid for one eligible Scottrade® account (Registered Account) which is in good standing, registered for this Offer and funded with at least $10,000.00 in cash or eligible securities (Eligible Funds) within 60 days of the Registration Date (Funding Period). Eligible Account may be registered online or through your local Scottrade branch. Registering an eligible account for this Offer will terminate registration for any other free trades or cash bonus offer. Net Deposits of $1 million or more will receive $2,000 cash bonus; $500,000-$999,999 will receive $1,000 cash bonus; $250,000-$499,999 will receive $600 cash bonus; $100,000-$249,999 will receive $300 cash bonus; $50,000-$99,999 will receive $200 cash bonus; and $25,000-$49,999 will receive $100 cash bonus. Eligible Funds must come from sources external to Scottrade, and will be valued as of the date received by Scottrade. 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 cash 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 eligible Account is registered. “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.

Commission-free trades may only be executed in the Registered Account and must be used within 90 days of being made available in the Registered Account, subject to a maximum of 50 commission-free trades, inclusive of commission-free trade credits in the Registered Account as of the Registration Date. Please allow up to three (3) business days from the date of a qualifying deposit for the benefits of this Offer to be available in the Registered Account. You will not receive any compensation for unused commission-free trades. Only orders for equities priced above $1, exchange-traded funds or options orders that are placed on-line through Scottrade.com, Scottrade trading platforms and/or Scottrade Mobile are eligible. All other fees and costs, including options per-contract, exercise, assignment and regulatory fees, still apply. Trades partially executed over multiple trading days are subject to commission charges for each trading day. Your Scottrade® Brokerage Account Agreement applies to all deposits and commission-free trades.

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 client. Offer is non-transferable. 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 Scottrade and its affiliates 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.

Authorized account login and access indicates customer’s consent to the Brokerage Account Agreement. Such consent is effective at all times when using this site.

Unauthorized access is prohibited.

Brokerage products and services offered by Scottrade, Inc. - Member FINRA and SIPC.

Select investments are commission-free to those using Scottrade's online platforms. Other fees and charges may apply.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund before investing. A prospectus contains this and other information about the fund and may be obtained online or by contacting Scottrade. The prospectus should be read carefully before investing. No-transaction-fee (NTF) funds are subject to the terms and conditions of the NTF funds program. Scottrade is compensated by the funds participating in the NTF program through recordkeeping, shareholder or SEC 12b-1 fees.

All investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Scottrade®, the Scottrade® logo, and all other trademarks, whether registered or unregistered, are the property of Scottrade, Inc. and its affiliates.

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