Investment Products

From Stocks to IRAs to ETFs to 13,000+ Mutual Funds & more, Scottrade offers a wide variety of products to help you meet your investing goals.

  • Investing Simplified

    For more than 30 years, we’ve offered a wide range of self-directed tools and sophisticated solutions to help you reach your financial goals. Our policy of no maintenance or inactivity fees helps ensure you are getting the most out of your investments.

    Through our mobile site, you can research, find stocks, get quotes and place trades that meet your investing goals. We offer stocks from all major exchanges and exceptional customer service, online and in-person, making it easy for active and new traders alike to learn the tools and techniques of trading. 

  • Trading OTC Stocks

    Scottrade offers Over-the-Counter, or OTC, stocks for just $6.95 per trade, plus 0.5% principal for OTC stocks trading under $1, enabling self-directed investors to trade in a wider variety of stock options. Using Scottrade on-demand research and advanced screening tools, investors can access the information they need to make informed decisions that match their goals and objectives.

    Scottrade investors also have access to real-time quotes, market news, commentary and in-depth analyst reports, all tools they can use to evaluate OTC trading opportunities against their financial strategy.

  • Understanding Options Trading

    Scottrade offers consistent, simple pricing on options, at just $6.95 a trade and $0.70 per contract online, to provide self-directed investors more choices for meeting their financial goals and objectives.

    Understanding the Risks of Trading Options
    Options trading has a high degree of risk and is not appropriate for all investors. Please read the following documents and agreements carefully prior to opening an options trading account:

  • Managing Mutual Funds

    With more than 13,000+ different mutual funds from well-known fund families, including 2,600+ no-transaction fee funds, Scottrade offers one of the largest selections in the brokerage business.

    We encourage self-directed investors to consider their investment objectives and risks carefully before investing, and equip them with a wide variety of research, education and tools, such as a mutual fund screener, needed to make informed investing decisions. Additionally, we offer online, on-the-phone and in-person assistance and support, including free educational seminars and webinars.

  • Exploring Exchange-Traded Funds

    Exchange-Traded Funds, or ETFs, enable self-directed investors to match the performance of broad market indices or specific targets to their investment goals while defining risk and managing their strategy.

    Scottrade helps investors stay on top of their ETF portfolio and make informed trading decisions with free access to online trading tools and research. Additionally, Scottrade investors have access to a variety of funds. 

  • Tax-Deferred Savings

    With no annual income limits, Traditional IRAs make it easier to set aside money (if the contribution is tax deductible). That money can continue to grow tax-deferred. Depending on your income and eligibility, you may also qualify for these contributions to be tax-deductible. Scottrade offers Traditional IRAs with a variety of investment options including stocks, ETFs, bonds, mutual funds and more. 

  • Tax-Free Growth

    Roth IRAs allow you to make after-tax contributions, while still letting the money grow tax-free. Your contributions are not tax-deductible now, but you will enjoy tax-free growth if you make qualified withdrawals. This can help give you more control over your future—also, there are no Required Minimum Distributions (RMDs). There are income limitations on who can contribute to a Roth IRA, but if you exceed the income limitations, you can consider converting a Traditional IRA to a Roth IRA. With a self-directed Roth IRA at Scottrade, you can invest in stocks, bonds, mutual funds and more. 

  • Employers, Employees, and the Self-Employed Investing Together

    If you are self-employed or own a small business, a Simplified Employee Pension (SEP IRA) may be the right option for you and your employees. As the name suggests, these can be simpler to set up and administer than the alternatives. One feature of a SEP IRA is that contribution limits could be higher than for a SIMPLE IRA. SEPs offer tax-deferred features like Traditional IRAs, but extend them to the employer—because instead of the employee making contributions, the employer does.

  • Retirement Plans for Small Businesses

    If you’re self-employed or work for a small business, you may want to consider expanding your retirement plan to include a SIMPLE IRA (Savings Incentive Match Plans for Employees). These accounts can provide a simplified method for small business owners and employees to make contributions. Plus, they can qualify for an annual tax break and ongoing tax-deferred compounding like a Traditional IRA.

    Scottrade does not provide tax advice. The material provided is for informational purposes only. Please consult your tax, or legal, advisor for questions concerning your personal tax or financial situation.

  • Building a Portfolio with Bonds & CDs

    Self-directed investors with a Scottrade account can choose from a range of investments to meet their financial goals, including direct access to an inventory of more than 300 Bonds broker-dealers and certificates of deposit (CDs) with competitive interest rates and annual yields.

    With a deep and robust set of tools and online research, Scottrade offers investors the ability to build a portfolio customized to their investment strategies and goals, plus we offer outstanding customer service and support, online, on the phone and in-person at one of our local branch offices.

  • Government-Backed Treasuries

    U.S Government-issued Treasuries offer various tax advantages and complement a wide range of investment strategies and objectives, making them an attractive choice for many self-directed investors.

    Scottrade provides investors with online screening tools, information and education on Treasuries, including explanations of the differences between T-bills, T-notes, T-bonds and Treasury Inflation-Protected Securities, known as TIPS. As with all our tools, they are specifically designed to help investors choose from among their trading opportunities based on their individual goals and objectives.

  • Saving for the Future with ESAs

    The Scottrade Coverdell Education Savings Account, or ESA, is a tax-advantaged account designed to provide funds for a young person's future education expense, allowing investors to establish and contribute up to $2,000 per year, per account. Self-directed investors can choose any combination of stocks, mutual funds and bonds to achieve their goals, with no set-up, annual or termination fees and easy-to-use online account management features. 

    To provide a child an even greater start, with the added benefit of teaching invaluable lessons about saving and money management, consider opening a Scottrade Custodial Account for minors under 18.

  • Exploring International Investing

    Scottrade offers access to foreign stocks from 20+ countries, providing self-directed investors the opportunity to trade international and domestic equities from a single account. Most trades are just $6.95, and Scottrade features stock offerings from foreign companies in a variety of market sectors and industries.

    Scottrade is dedicated to providing investors with the tools and advanced research needed to trade with confidence and manage their investments, anywhere in the world, to meet their financial goals and objectives. Start researching international markets with news, charts and real-time quotes available free with your Scottrade account.

Scottrade does not provide tax advice. The material provided is for informational purposes only. Please consult your tax, or legal, advisor for questions concerning your personal tax or financial situation.