Know Your Retirement Strategy

Use our tools and support to help you make decisions, get professional guidance from Scottrade Investment Management or use a combination of both that's right for you. 

IRAs & Retirement Solutions

Scottrade offers a comprehensive selection of products, accounts and tools to help you identify and monitor the right mix of investments to reach your goals.

Access a complete set
of IRA types 

We offer Traditional and Roth IRAs, as well as SIMPLE and SEP IRAs. Choose the account that’s right for you or use our IRA Decision Tool to help make the choice.  
 


 

Discover new opportunities
for your old 401(k)

Whether you’ve recently switched jobs or are just looking to consolidate your retirement accounts, you’ve got options when it comes to re-investing your assets and we’re here to help.


 

Consider a variety of
investment products

From bonds and mutual funds to CDs and treasuries, Scottrade has a large selection of investment products to build your portfolio.


Tools & Calculators

If you want to manage parts of your portfolio yourself, but still want some guidance to get to your ideal retirement, we offer tools, calculators and other support to help keep you on track.

Retirement Calculator

Work with this tool to get a broad idea of where your portfolio stands today and how much you might need to set aside in the future. Go to our retirement calculator

Crunch your current retirement investment numbers
Create different investing scenarios for the future
Help determine whether you will meet your goals

Portfolio Review Tool

Use our Portfolio Review Tool to help identify the right mix of assets for your portfolio and potential changes you can make along the way.

Analyze your investments in depth
Set up a target model for your portfolio
Review potential investment alternatives

Screening Tools

Apply our powerful screeners and find stocks, mutual funds and ETFs based on historical performance, sector, analyst ratings and dozens of other criteria.

Use your own filters to find securities
Utilize existing pre-set screens
Find securities with strong ratings from independent analysts

Select Lists

Consult our Select Lists, where independent experts offer ETFs and mutual funds in several categories for you to consider.

Filter based on a variety of factors
Research funds in the Select Lists
Immediately trade funds you select

Talk to a Professional

Whether you already know where you’re going or need guidance to get there, Scottrade Investment Management offers professional management and guidance to help you know you're on the right path.

 

Advisor Access*

With Advisor Access from Scottrade Investment Management™, you’ll work directly with an independent registered investment advisor who will help you manage your retirement savings every step of the way.

Work with your own independent advisor
Review your complete financial situation
Receive a variety of financial planning services


 

Guidance Solutions*

Guidance Solutions from Scottrade Investment Management™ offers personalized advice and professionally managed portfolios tailored to your specific needs.

Talk one-on-one with a Guidance Consultant about your goals
Assess your current investing strategy and risk tolerance
Receive ongoing, customized guidance for your financial profile


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

 

For more information on professional Guidance Solutions or Advisor Access by Scottrade Investment Management™, contact an Investment Consultant at your local Scottrade® branch.


or call 844.557.8422

* Guidance Solutions from Scottrade Investment Management and Advisor Access from Scottrade Investment Management are investment advisory services offered by Scottrade Investment Management, Inc., 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, Inc. Scottrade Investment Management, Inc. 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.

Before making any rollover decisions, investors should research and consider all available retirement options carefully. Your decision should reflect consideration of various factors, including the benefits and penalties involved. Some of these factors include, but are not limited to, investment or account related fees and expenses, differing levels of service available, withdrawal penalties, creditors and legal protections, required minimum distributions, and factors related to owning employer stock. The importance of these factors will vary depending on your individual needs and circumstances. Tax consequences may vary depending on state law and your individual situation. Scottrade does not provide tax advice. Please consult your tax or legal advisor for questions concerning your personal tax or financial situation.

The mutual funds and exchange traded funds selected for the Select Lists have been derived from a universe of mutual funds and exchange traded funds maintained by third parties for their own proprietary research products and services. Particular funds on the Select List may not be appropriate investments for you under your circumstances, and there may be other funds or investment options offered by Scottrade that are more suitable. 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.