The Scottrade Custodial Platform

Powerful technology with practical functionality

Our intuitive RIA platform helps you manage your accounts with ease, giving you more time to build upon the relationships that keep your business moving forward. Get more out of your workday through comprehensive features that streamline administrative duties and help you focus on your clients.



Platform Features and Functionality

We designed our platform to deliver powerful features and practical functionality. Our goal is for you to work more efficiently.


Customizable Home Page and Account Alerts


  • Put our technology to work on your terms by prioritizing the information and updates you need to stay informed.
  • Simplify your workflow with enhanced multi-block trading capabilities and mutual fund order management features.
  • Cut down on redundancy by downloading all your client statements in bulk, or sort accounts into groups for easy access within the platform. 

Portfolio Modeling and Rebalancing

Take back the time and money spent on manual data loading with the platform’s built-in modeling and rebalancing tool*. When you automate the process, you’ll work smarter – with less chance of introducing errors.



  • Choose from custom securities-based models or asset allocation models.
  • Establish parameters for models at the firm and individual account levels.
  • Review multiple ways to analyze a client's asset allocation or portfolio, including style, sector and regional exposure.


  • Produce detailed analytical reports comparing pre- and post-balanced accounts.
  • Rebalance a single client account or multiple accounts per household.
  • Exclude certain securities from rebalancing with locking features.




Investors should consider the investment objectives, risks, charges and expenses of a mutual fund before investing.  A prospectus contains this and other information about the fund and may be obtained online or by contacting Scottrade.  The prospectus should be read carefully before investing.

*The Portfolio Modeling and Rebalancing tool is powered by Advisor Software Inc. (ASI), a third party vendor not affiliated with Scottrade Advisor Services. Minimum assets under management may be required.

Call us today and request a free demo.

After a consultation with our advisor support team, we’ll build a personalized demo experience to address your specific business needs. Because we value your time as a business owner, there are no hidden subscriptions during your completely free trial period.