Investing Solutions To Meet Your Needs

Scottrade is Your Investing Partner

You have long-term goals, and we have many investing solutions to match. We’ve been a trusted partner to our valued clients for more than 35 years. 

Whether you’re confident in handling your portfolio all on your own, want to validate your decisions, or are seeking professional guidance provided by Scottrade Investment Management* — or some combination of the three — we offer a range of solutions to help you accomplish your goals.


Your Needs. Our Solutions.

You can choose one or more of our solutions to support your unique situation.
 

Self-Directed

Your ideas. Our tools.


You’ve developed a long-term investment strategy on your own. You’ve got this.

You know what you’re doing, and our tools can help.


OFFERINGS

  • Equity, ETF and Mutual Fund Screening Tools
  • Education
  • Streaming Quotes and Market Data
  • Charts with SmartTextTM
  • Analyst Rankings
  • Online Portfolio Reviews

Supported

A little help along the way.


It would be great if you could quickly narrow down your investment choices.

Save time and get investment ideas that meet your criteria.


OFFERINGS

  • Pre-Defined Screens for Equities, ETFs and Mutual Funds
  • Bond Finder
  • Bond Tracker
  • Fund Finder
  • Sophisticated Charting Tools

Validated

A little help plus Select Lists.


You’ve done your research, but it would be nice to confirm your ideas.

We have diversified selections to help round out your portfolio.


OFFERINGS

  • Select Lists1 of Mutual Funds and Exchange-Traded Funds
  • Portfolio Reviews by Our Investment Consultants
  • Sophisticated Option Chains and Bond Ladders

 

Options involve risk and are not suitable for all investors.

Managed*

A pro for your portfolio.


You feel more confident knowing that someone is watching over the details.

Professional portfolios are designed to help you meet your goals.


OFFERINGS

  • Ongoing Portfolio Management, Employing a Disciplined Approach to Diversification
  • Risk Management
  • Solutions to Fit Your Situation
  • Rebalancing

Sophisticated*

Management for complex situations.


Your portfolio is complex, and you need an experienced financial advisor looking out for you.

We can connect you with third- party Registered Investment Advisors who can help with your unique financial situation.

OFFERINGS

  • Registered Investment Advisors Available Through Scottrade Investment Management
  • Registered Advisors Who Can Review Your Entire Financial Situation and Provide Guidance


 


 


 

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* Managed and Sophisticated solutions involve additional fees and are offered through Scottrade Investment Management™ only

Portfolio Review Tool

Portfolio Review

Find Your Course with a Portfolio Review

Is your portfolio on track to meet your goals? We can take a look with a free, one-on-one portfolio review. In as little as 30 minutes, we can discuss your goals and review all of your investments — not just the ones at Scottrade. Then we’ll see where you stand compared to where you want to be, and provide solutions to help you get there.

Give us a call today to schedule your portfolio review.

We Have Support for That

Whatever your investment needs, we offer products, services and support designed to help break down barriers to financial success.

Research

We offer independent third-party research from firms like S&P, Reuters, Market Edge® and Morningstar®.

Learn more about research


Products and Solutions

Scottrade offers access to exchange-traded funds and more than 13,000 mutual funds, more than 2,500 of which are no-transaction-fee, no-load mutual funds.

Learn more about products and services

Education

Whether you’ve just started investing or consider yourself an expert, our Knowledge Center has an extensive library of educational articles to complement your financial plan.

Visit our Knowledge Center

Accounts

We have a variety of account types to help you manage your entire portfolio, including retirement, education, business and trust accounts. In addition, you can set up an account at Scottrade Bank to enjoy the convenience of online banking and to more easily blend money management with your investment strategy.

Learn more about accounts


 

1  The exchange-traded funds selected by ETF.com for the Select List have been derived from the full universe of ETFs available for trading on an exchange for more than six months. The ETF.com selections were based on a methodology developed by the analysts at ETF.com. ETF.com analysts are not acting in the capacity of advisor to individual investors. Both the universe of ETFs and the Select List are subject to change without notice. The ETF.com name and logo are either registered or service marks of ETF.com.

Particular ETFs on the Select List may not be appropriate investments for you under your circumstances, and there may be other mutual funds, ETFs or investment options offered by Scottrade that are more suitable. ETF.com and Scottrade are not affiliated. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security. Investors should fully research any security before making an investment decision.

Morningstar Investment Management, LLC. is a registered investment adviser and subsidiary of Morningstar, Inc. The Select List of mutual funds is provided by Morningstar Investment Management. The funds chosen for the mutual fund Select List have been derived from a universe of no-load mutual funds available for sale at Scottrade. The universe does not include all mutual funds available in the marketplace. Morningstar Investment Management may have more favorable opinions of certain mutual funds, which are not included in the universe of mutual funds made available through Scottrade. Morningstar Investment Management selections were based on qualitative factors and quantitative analysis in addition to the judgment of Ibbotson analysts. Morningstar Investment Management is not acting in the capacity of advisor to individual investors. The Morningstar Investment Management name and Morningstar logo are either registered or service marks of Morningstar, Inc. Both the universe of mutual funds defined by Scottrade and the Select List are subject to change without notice.

Particular mutual funds on the Select List may not be appropriate investments for you under your circumstances, and there may be other mutual funds, ETFs or investment options offered by Scottrade that are more suitable. Morningstar Investment Management and Scottrade are not affiliated. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security. Investors should fully research any security before making an investment decision.


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.