Get Options Application

Filling out the OPTIONS APPLICATION online can be a straightforward process if you follow the right steps. This guide provides a comprehensive overview of each section of the application, ensuring that you understand the necessary information and how to complete the form accurately.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the OPTIONS APPLICATION and open it in your preferred digital editor.
2. In the first section, provide your Scottrade account number if you are applying for an existing account; otherwise, leave this field blank. Fill in the applicant's details, including name (first, middle, last) and age.
3. If applicable, complete the co-applicant section by entering their name (first, middle, last) and age. Indicate the marital status and the number of dependents for both the applicant and the co-applicant.
4. Fill in the employment information for the applicant, including employment status (employed, self-employed, or unemployed), occupation, and employer name. Repeat this for the co-applicant.
5. In the financial information section for both applicant and co-applicant, provide information regarding retirement/trust, spousal/parental support, and investments, specifying the sources as necessary. Declare your net worth (excluding family residence) and liquid assets.
6. Indicate your years of investment experience in stocks and options for both the applicant and co-applicant, including annual income.
7. Request an approval level based on your risk tolerance and investment objectives. Carefully choose from the available options strategies, as they will affect your trading limits.
8. Review the Scottrade Options Agreement and, after understanding the terms, provide the necessary signatures for both the applicant and co-applicant.
9. Once all fields are completed accurately, ensure to save any changes made. You may choose to download, print, or share the completed form as needed.

Complete the OPTIONS APPLICATION online to take the first step towards managing your investments.