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Reset Form Print Form Website or Search Engine TV or Radio Advertising Magazine / Newspaper Ad News Article Friend Referral / Promotion Code I'm an Existing Scot trade Customer BROKERAGE ACCOUNT APPLICATION
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IRA stands for Individual Retirement Account, which is a type of investment account that offers tax advantages for retirement savings. Scottrade is a brokerage firm that provides IRA services and allows individuals to invest in various financial instruments within their IRA.
Any individual who wants to open and contribute to an IRA account with Scottrade is required to file the necessary paperwork and comply with IRS regulations regarding IRA contributions and withdrawals.
To fill out an IRA application with Scottrade, you need to provide personal information, employment details, and choose the type of IRA account you want to open (Traditional IRA, Roth IRA, etc.). You may also need to provide beneficiary information and specify your investment preferences.
The purpose of an IRA account with Scottrade is to provide individuals with a tax-advantaged investment vehicle for their retirement savings. It allows individuals to invest in a wide range of financial products, such as stocks, bonds, mutual funds, and more, while enjoying potential tax benefits.
When opening an IRA account with Scottrade, you will need to report personal information such as your name, address, Social Security number, as well as employment details and financial information. Additionally, you may need to report your investment preferences and provide beneficiary information.
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