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BROKERAGE ACCOUNT APPLICATION Account Type: Refer to page 5 for a list of available account types. Or, contact your Scot trade team for assistance. 5 Do you have any other accounts with Scot trade

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How to fill out or contact your scottrade

How to fill out or contact your Scottrade:

01

Start by visiting the Scottrade website or mobile app. If you don't already have an account, you will need to create one by providing your personal information and agreeing to the terms and conditions.

02

Once you have logged into your Scottrade account, navigate to the appropriate section where you can fill out any necessary forms. This could include applications for opening a new account, transferring funds, or making changes to your existing account.

03

Carefully review the instructions and guidelines provided by Scottrade for each form you need to fill out. Make sure you have all the required information, such as your Social Security number, employment details, and financial information.

04

Use the online form or download a printable version if available. Fill in the required fields accurately and double-check for any errors or omissions. It is important to provide correct and up-to-date information to avoid delays or issues later on.

05

If you have any questions or need assistance while filling out the forms, contact Scottrade's customer service. They have a dedicated team of representatives who can help guide you through the process and address any concerns you may have.

Who needs to contact Scottrade:

01

Investors who have questions about their existing Scottrade account or need assistance with their investments can contact Scottrade for support. This could include inquiries about account balances, transactions, or help with executing trades.

02

Individuals who are interested in opening a new account with Scottrade or want to explore their investment options can also reach out for guidance. Scottrade offers various types of accounts and investment products, and their customer service can provide information to help you make informed decisions.

03

Customers who are experiencing technical issues with the Scottrade website or mobile app can contact their support team for troubleshooting assistance. They can help resolve any technical glitches or login issues that may be hindering your access to your account or the platform's features.

Remember, contacting Scottrade through their website, mobile app, or customer service channels is the best way to receive accurate information, assistance, or guidance related to your account or investments.

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