Portfolio Management

Customize your account management experience.

Integration Legend

  •  Single Sign On (SSO)
  • Automated Custodial Data Interface
  • Scottrade Compatible File Export
  • Automated Workflow

Scottrade Compatible File Export

Scottrade and third-parties listed within the Strategic Resource Center are not affiliated. Third-party websites contain information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable. Scottrade is not involved in development of content on third-party websites, does not guarantee accuracy or completeness of the information presented, and makes no assurances with respect to results to be obtained from their use.