Personalized Service

Consistent service from your own dedicated team

Spend more time with your clients and less time worrying about the day-to-day with support that serves as a natural extension of your team.

At Scottrade® Advisor Services, you’ll collaborate with a dedicated service team whose purpose is to support both your short- and long-term goals. Your team of experts will work to understand your operations and provide reliable, continuous support to help you connect with the resources and training you need for growth.

Transition Services

Consult with our experts for the personalized assistance you need to begin or migrate your practice.

Strategic Resources

Review an extensive directory of tools, technology and consulting services to help build your infrastructure.  

Practice Management

Learn more about online and in-person workshops to develop management skills for leading your business.

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.

"Our commitment to dedicated support is the cornerstone of our business model. Advisors choose Scottrade® Advisor Services to deliver personal support rather than general phone assistance. It’s an honor to be trusted as an RIA custodian year after year, and we are genuinely invested in the success of our advisors."

Brian Stimpfl, Head of Scottrade® Advisor Services

Contact Us

Contact us to learn more about our business leadership events, both online and in-person.

Consult with our experts for the personalized assistance you need to begin or migrate your practice.