It's time to get more from your custodian


At Scottrade® Advisor Services, our personalized solution is created with you in mind.

Comprehensive Resources Icon Comprehensive

Our Strategic Resource Center offers extra third-party support in the areas of Financial Planning, Portfolio Management, CRM and Rebalancing.

Dedicated Advisor Service Teams Icon Dedicated Advisor
Service Teams

Our advisor service teams are there for you every step of the way. You’re not just another name on a sheet; your success matters to us.

Powerful Trading Solutions Icon Powerful Trading

Our trading solutions are optimized to help you spend less time bogged down in the office and give you more face time with your clients.

We’re there if you need us

Our advisor service teams get to know you and your business, which allows us to offer assistance that’s specific to you.

Our teams are regionally based, meaning you always get through to the same team.

Each member of our teams brings specialized experience, allowing us to provide responsive support.

Comprehensive third-party solutions

Money Tree Software
The E-Valuator

Scottrade and the companies listed above are not affiliated. Third-party research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information; is not responsible for statements, offers or products issued; and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully.

At Scottrade® Advisor Services, our personalized solution is created with you in mind.


A robust solution that is powerful, practical, professional and personal

Elevate your online trading and client management experience. We have developed a platform that's intuitive while delivering the depth and quality your clients need.

Seamless integration with popular RIA technologies

If there are areas of your business that need special attention, our platform allows easy and simple integration with many of the most common RIA services. Bring in your current subscriptions, or choose from our Strategic Resource Center to supplement your business.

Features to help you grow

Our platform is designed to enhance your day-to-day operations and relieve administrative burden. You'll get numerous benefits, like automatic portfolio rebalancing and modeling, the ability to place trades for large groups, and much more.

To chat with us about how Scottrade® Advisor Services can help you grow your business,
call us at 866.306.7135 or use the form below.

Thank you

Thank you for submitting your information. A Scottrade Advisor Services Business Development Representative will contact you in the near future.

All fields are required unless otherwise noted.
{{ errorCount }} error(s) were found in the information you submitted.
Error: Contact Preference is required