Advisor Access
from Scottrade Investment Management™

With Advisor Access, we will refer you to a registered investment advisor who can help you develop your plan, implement your strategy and provide professional support to help you make informed financial decisions.

Develop Your Investment Plan

We can help identify the right resources to manage your finances with confidence. Every advisor in our program meets rigid eligibility requirements and has extensive experience offering comprehensive investment advisory services to a broad range of clients.

We work with the following advisory firms to help you meet your financial goals:

Work with Professional Advisors

Each advisor meets a rigid set of criteria to enter into our Advisor Access™ program.

Each advisor is registered with the Securities and Exchange Commission as an investment advisor, and has all services and functions performed or supervised by representatives of his or her firm with experience that may include work as a Chartered Financial Analyst, Certified Public Accountant or financial planner.

In addition, each advisor in the Advisor Access™ program must meet the following criteria: