Client Information

Scottrade Advisor Services | Access Your Account

Since 1980, Scottrade has been committed to offering straightforward pricing with no hidden fees, coupled with some of the most robust customer service in the business. Scottrade offers a full line of investment products and online trading to help investors take control of their financial future. Scottrade's commitment and dedication to excellence has meaningfully impacted the lives of customers, associates and communities.

Information for new or prospective clients:
Part 2A of Form ADV: Firm Brochure

Information and notifications regarding our Privacy Policy:
Privacy Policy

Organizations we are affiliated with:


The Financial Planning Association

The Financial Planning Association (FPA) exists to help consumers make wise financial decisions to achieve their life goals. FPA benefits the public by helping ensure that financial planning is delivered through competent, ethical financial planners.


The Financial Planning Association of Massachusetts

The Financial Planning Association of Massachusetts helps people improve their lives by emphasizing the benefits of financial planning. It advocates a professional code of ethics, continuing professional education and philanthropic community involvement.


The National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families
  • To be the champion of financial services delivered in the public interest
  • To be the standard bearer for the emerging profession of financial planning

College Planning Advice    

Solutions to college funding challenges.

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Social Security Planning Advice

Guidance on collecting Social Security benefits.

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Advice for Retirees      

Maximize the likelihood that your assets last long.

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Advice for Wealth Creation

Achieve financial security and independence.

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