5 Ways to Fund

Choose from five convenient methods and
feel confident your money is secure.

5 Ways to Fund

5 Ways to Fund

Electronic Transfer

from most bank and brokerage accounts

5 Ways to Fund

5 Ways to Fund

External Brokerage Account Transfer

of any external account

5 Ways to Fund

5 Ways to Fund

Wire Fund Transfer

from your bank of choice

5 Ways to Fund

5 Ways to Fund

Check Deposit

by mail or in-person

5 Ways to Fund

5 Ways to Fund

Stock Certificate Deposit

by mail or in-person 

5 Ways to Fund


Our processes are simple, and we're here to help you every step of the way—
helping you get one step closer to reaching your financial goals.  
 

Overview

There are five easy ways to fund your account at Scottrade, making it simple to start off on the right foot and begin planning your next financial move.

Choose one of our methods above.

If you have any questions, we’re here to help


Convenient, same-day transfers* directly into your Scottrade account 
 

Log in to your Scottrade account
Step 1

Log in to your
Scottrade account

  1. Enter your account number and password.
  2. Click Log In.
Select the My Account tab
Step 2

Select the
My Account tab

  1. Look at the top menu navigation.
  2. Click My Account on the third tab from the left.
     
Click Deposits in the left menu
Step 3

Click Deposits in
the left menu

  1. Look at the left menu navigation.
  2. Click Deposits, the fourth link from the bottom.
Select Transfer Funds from an External Bank Account
Step 4

Select Transfer Funds from an External Bank Account

  1. Look at the menu items under Deposits for Scottrade Brokerage.
  2. Select Transfer Funds from an External Bank account, the first choice.
Click Make a Deposit
Step 5

Click Make a Deposit

  1. Look underneath Transfer Funds from an External Bank Account.
  2. Click Make a Deposit, the purple button.
Step 6

Follow the instructions on the following pages

Choose your account type and enter your bank information to complete your deposit.  

*ACH deposits must be in your Scottrade account for 3 business days before you can use the funds to satisfy a margin sell letter or buy stocks under $3, unlisted stocks and options. Scottrade reserves the right to impose further purchase restrictions on ACH deposits.


Five-to-10 business-day transfers of any external account to Scottrade 
 

Log in to your Scottrade account
Step 1

Log in to your
Scottrade account

  1. Enter your account number and password.
  2. Click Log In.
Select the My Account tab
Step 2

Select the
My Account tab

  1. Look at the top menu navigation.
  2. Click My Account on the third tab from the left.
     
Click Deposits in the left menu
Step 3

Click Deposits in
the left menu

  1. Look at the left menu navigation.
  2. Click Deposits, the fourth link from the bottom.
Select Move an Account to Scottrade
Step 4

Select Move an Account to Scottrade

  1. Look at the menu items under Deposits for Scottrade Brokerage.
  2. Select Move an Account to Scottrade, the fourth option.
Click on the link for the full account transfer
Step 5

Click on the link for the full account transfer

(For a partial account transfer, fill out the Account Transfer form as indicated.)

  1. Look underneath Move an Account to Scottrade.
  2. Click on the full account transfer to your brokerage account link.
Step 6

Follow the instructions on the following pages

Choose your account type and enter your external account information to complete your deposit.  


Typically same-day transfers from any financial institution 
 

Step 1

Visit or call your sending bank

US Bank wire information
Step 2

Provide the following information to them:


A fee from your sending bank may apply.


Same-day or next-day deposits when you mail or drop off a check*

Step 1

Complete a check

Checks acceptable for deposit include:

  • Personal Checks
  • Payroll Checks
  • Cashier's Check
  • Money Order
  • Credit Card Check
  • Home Equity Check
  • Money Market Check
  • Starter Check/Counter Check
  • IRS/State Tax Refund Check


*Trading restrictions may apply.

Checks may be made payable to:

  • Any or all account owners (must be endorsed by all payees) 
  • Scottrade
Step 2

Mail to or drop off the check with your local Scottrade team.


Typically fee-free deposits of most physical stock certificates into your account

Form image
Step 1

Fill out a Stock Deposit Form

Step 2

Contact us

to determine what additional paperwork is required for your particular account.