What We Do

Get to Know Scottrade

At Scottrade, it starts with our clients and their needs. We share their passion for trading and investing, and listen carefully to what matters most to them. It is that client-centric approach and our creative solutions that set us apart and help our clients not only do more, but achieve more.

Delivering Innovative Solutions for Traders and Investors

To continuously improve our clients’ online trading and investing experiences, we rely heavily on their input. Knowing what they need and integrating it into our trading tools and services, helps us deliver innovative solutions that better serve their unique investing and trading styles.

Helping Our Clients Make Informed Investing Decisions

Having educational resources customized to fit our clients’ learning styles and trading experience levels is important, and it’s part of our commitment to do what’s right for our clients. With more than 3,000 financial and investment articles available in our Knowledge Center, helpful in-person branch seminars, and live, interactive presentations, we make it possible for our clients to research market opportunities, gain insight and invest with confidence.

Our Commitment to Personalized Service

We have opened the doors to more than 500 local branches, giving our clients the opportunity to speak with a trusted stockbroker when they need help or want to learn about our variety of investment products or brokerage services. But our personal service doesn’t end there. From our National Service Centers in Denver and St. Louis to our chat specialists who greet clients on Scottrade.com and through our social media channels, we are creating more convenient ways to serve our clients.

More than 1,100 advisory firms use Scottrade® Advisor Services. As their custodian, we are vested in helping them manage their growing business and finding ways to bring value to their clients. That’s why we take time to get to know registered investment advisors (RIAs) using our custodial and institutional trading services and understand their businesses.

RIAs Are at the Core of What We Do

RIAs often maintain hundreds of client accounts. They need a dedicated team with specialized expertise to make sure every aspect of a trade or transaction is processed seamlessly and efficiently. Our relationship teams, who are just a phone call away, do just that. The teams have built a close connection with each RIA, providing them with comprehensive support and personalized service.

Bringing RIAs Industry-leading Resources and Low-Cost Solutions

Since day one, we have been fully committed to serving as a business partner . We continue to enhance our product and service offerings to meet the needs of RIAs. From our strategic resources to our low-cost solutions and helpful transition services, advisors can easily manage their client accounts and focus on building a successful practice.

Scottrade has taken great satisfaction in its long history of doing what’s right for its clients – a philosophy that we share at Scottrade Bank. This way of doing business is why we have taken great care in building banking products and services that bring our clients the same value they have come to expect for 30+ years.

Meeting the Needs of Our Clients

Our retail banking clients are also brokerage clients, and we understand how important it is for them to have money available for trading or future investing. With easy account funding, no monthly maintenance fees and the convenience of accessing all accounts through one platform, our clients can manage their banking and brokerage needs the way they choose.

Expanding Our Bank Offerings and Solutions to Help Business Clients

Businesses need a strong banking partner that can help them focus on what matters: growing and improving their businesses. Scottrade Bank Equipment Finance offers businesses, nationwide, a full range of equipment financing options, while also being backed by a financially strong parent company. Growing commercial lending and expanding our loan products allow us to continue providing solutions that make sense for our clients and their business needs.