Transferring Your Brokerage Account
At Scottrade, we’ve achieved our success by providing self-directed investors a fair deal with straightforward pricing, low fees and the tools and education needed to trade with confidence. But $7 online trades are just the start – we offer an enormous selection of investment products that enable you to quickly and easily manage a diversified portfolio.
Build a Portfolio to Match Your Strategy
Diversification in your financial portfolio can help to ensure that your investments are distributed among a variety of asset types that fit your risk tolerance levels.
Scottrade offers a broad range of investment products designed to provide solutions that fit a range of financial strategies and risk levels. From a variety of IRAs to bonds, treasuries, CDs and mutual funds to ETFs, stocks and options trading – we offer a wide variety of products to support your investing goals.
Manage Your Investments with Ease
At Scottrade, there are no set-up, transfer-in or maintenance fees. In fact, we’ll even refund up to $100 in other broker transfer fees when you open your new Scottrade account.*
With your Scottrade account, you can trade stocks, manage your retirement accounts or invest in bonds from a single login, helping you to better track and manage your financial strategy. You can even open a Scottrade® Bank account under that login, simplifying your funding needs with an interest-bearing account and the convenience of no-fee checking and savings.
$7 Trades Are Just the Start
Scottrade offers a wide selection of investment products and services available online and at more than 500 local branches. We’ve built our business by providing real solutions to the self-directed investor. Our low fees and commissions are straightforward, and our easy-to-use tools and professional customer service representatives, fluent in Chinese and Spanish at select branches and via phone, are available when you need assistance.
We also provide in-depth investor education through our website’s Knowledge Center, including informational articles, on-demand video tutorials and live webinar events designed to improve your knowledge and boost your trading confidence. But that’s not all. Regional Client Education Events, featuring leading industry experts, one-on-one assistance at your local Scottrade branch and a robust online community are also available to every client at no additional cost.
Switching to Scottrade is Easy
With customizable tools, including Scottrader® Streaming Quotes, your Scottrade financial portfolio can be set to your preferences, ensuring easy access to the information you want. In addition to research, charting and analysis tools, we offer dedicated customer service to our clients, no matter your trading level.
Now is a great time to review your investment strategy and consolidate your assets in an easy-to-manage Scottrade account. So, don’t hesitate, make the switch and join the millions of investors proud to say:
Diversification does not assure a profit, or protect against loss, in a down market.
*Scottrade will reimburse the account transfer fees up to $100 charged by another broker when you transfer your account with a value of $10,000 or more to Scottrade. You must apply for the fee reimbursement offer by completing and submitting a Scottrade Account Transfer Reimbursement Request form and a statement providing proof of imposed transfer fees. Account Transfer Reimbursement Request forms and proof of transfer fees can be mailed, faxed or personally delivered to your local Scottrade branch office. Reimbursement will be made to your account via a credit within 30 days of receipt of the Account Transfer Reimbursement Request form and proof of transfer fees. The transfer reimbursement does not currently have a termination date. However, Scottrade reserves the right to terminate this offer at any time without prior notice or extend the offer at its sole discretion. Void where prohibited.