Transferring Your Brokerage Account
For more than 30 years, we’ve helped our clients reach their financial goals. From tools for self-directed investors to sophisticated portfolio management1 from Scottrade Investment ManagementTM, we have a solution for you.
As you’re working toward the goals that matter most to you, we can help you manage your full financial picture and stay on track. Our professionally trained Investment Consultants can look at your investments collectively to understand where you are now and help you develop a strategy for getting where you want to be in the future.
$7 Trades Are Just the Start
With screening tools for equities, ETFs and mutual funds, we offer the tools you need to maintain a portfolio that matches your strategy.
At Scottrade, we maintain fair and transparent pricing. We’ll even refund up to $100 in other broker transfer fees when you open your new Scottrade account.*
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 who are proud to call Scottrade a partner in their financial futures.
*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.
1Guidance 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. Solutions offered through Scottrade Investment Management™ may involve additional fees.