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Get Scottrade Brokerage Account Application Form
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How to fill out the Scottrade Brokerage Account Application Form online
Filling out the Scottrade Brokerage Account Application Form online is a straightforward process that ensures your financial goals are quickly set in motion. This guide provides step-by-step instructions to help you accurately complete the application with ease.
Follow the steps to successfully complete your application.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Select the type of account you wish to open from the provided options, such as Individual, Joint, IRA, or Trust.
- Provide necessary personal information about the primary account holder, including full name, physical address (no P.O. boxes), and contact details.
- If applicable, enter information about the co-applicant, including their full name and address.
- Indicate your employment status and provide relevant details, including employer name and occupation if employed.
- Specify if this account is an online trading account and choose preferences for receiving account statements and trade confirmations.
- Complete the certification statements regarding taxpayer identification number and U.S. citizenship status. Review the certifications carefully before signing.
- Sign and date the application as the primary account holder, and have the co-applicant do the same, if applicable.
- If you are applying for margin privileges, sign the designated section. Review all sections for completeness.
- After filling out all required fields, you may save any changes, download a copy for your records, print the form, or share it as necessary.
Complete your Scottrade Brokerage Account Application Form online today to take the first step towards successful investing.
Creating a brokerage account is a straightforward process. You can start by filling out the Scottrade Brokerage Account Application Form online, providing the required personal details and identifying information. Once submitted, you'll receive confirmation, allowing you to begin trading soon after.
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