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Scottrade's
Portfolio Review

Is your financial portfolio on track to help you meet your goals?
Let us help you set a course with a one-on-one Portfolio Review.

Make an Appointment

In as little as 30 minutes, we will:

Talk to you about your financial plans, and what retirement means to you.
Review your entire portfolio. Do you have financial accounts in several places? We’ll help you bring them together for a comprehensive analysis.
Provide you detailed insights showing your existing portfolio compared to where you want to be.
Show you how we can work with you in a way that meets your needs and investing style.

Your Free
Portfolio Review

Your Partnership

We’ve been a trusted partner to you and our clients for more than 30 years. Together, we can help you move in the right financial direction.

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Your Retirement

Whether retirement is years away or just around the corner, talk to us about your plans. We’ll help you get your financial plan on course.

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Your Portfolio

Your investments may have been scattered across different places over time. We can help you see the big picture by looking at all of your accounts in a single view.

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Your Roadmap

Your Scottrade Investment Consultant will take the time to understand your goals and investing style. Consider it a starting point to your future.

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Your Partnership

You have unique financial goals and your own investing style. That’s why we offer you a variety of solutions, such as stock screeners, advanced trading tools, and exchange-traded fund and mutual fund Select Lists*.

Now, we’ve added other resources to provide guidance in managing your portfolio.

Whether you invest on your own or you’re looking for more support, the starting point is a Portfolio Review with your Investment Consultant.

Your Retirement

What does retirement look like to you? Does it mean spending more time with family? Relaxing on tropical beaches? Buying a cottage on a lake? Or maybe you simply look forward to the freedom that comes from retirement.

We can work with you, while at the same time recognizing that even the best plans can get sidetracked for a lot of reasons. You can’t predict the future. But with our help – beginning with a Portfolio Review – you can prepare for it, and more easily overcome any barriers along the way.

Your Portfolio

We understand how people invest. With each new job you might have funds invested in an old 401(k). Or maybe you contribute to a Roth IRA at a brokerage firm and buy funds directly through a mutual fund company. And don’t forget your money market and CD accounts. With all of those accounts, it may be pretty confusing figuring out where you stand financially.

We can help you sort through it. Our Portfolio Review pulls all of the numbers together to help you understand where your investments are allocated. With a Portfolio Review, we can help you get on track to meeting your financial goals.

Your Roadmap

After your free, no-obligation Portfolio Review, we will give you a report detailing where your overall portfolio stands today. The report also will show how your existing portfolio compares to a target portfolio that considers your unique circumstances and goals. Our goal is to help you bring your financial and life goals together, while investing in the style you want.

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