Get the free Primary Business Name: SCOTTRADE INVESTMENT MANAGEMENT

1900 PRESTON ROAD PLANO Texas 75093 972-943-8989 10955 WESTMOOR DRIVE WESTMINSTER Colorado 80021-2704 13275 MANCHESTER ROAD 63131 314-984-0200 314-984-8660 9948 KENNERLY ROAD 63128 314-849-7710 2137 WEST 80 1/2 STREET BLOOMINGTON Minnesota 952-885-0811 952-884-5275 55431 SECTION 1. 1 If you are registered with the SEC as an investment adviser your SEC file number 801-79217 2 If you report to the SEC as an exempt reporting adviser your SEC file number E. If you have a number CRD Number...

How to fill out primary business name scottrade

How to fill out primary business name scottrade

1. To fill out the primary business name on Scottrade, follow these steps:
2. Open the Scottrade website or log in to your account.
3. Navigate to the 'Account Profile' section or a similar option.
4. Locate the 'Business Information' or 'Company Information' subsection.
5. Click on the 'Edit' or 'Update' button next to the primary business name field.
6. Enter the desired primary business name in the provided text box.
7. Review the entered information for accuracy.
8. Click on the 'Save' or 'Update' button to save the changes.
9. Verify that the primary business name has been successfully updated.
10. Note: The exact steps may vary slightly depending on the Scottrade platform or version you are using. If you encounter any issues or need further assistance, consider contacting Scottrade support.

Who needs primary business name scottrade?

1. Individuals or entities who have a Scottrade account and engage in business activities under a specific business name may need to fill out the primary business name on Scottrade.
2. This requirement is particularly relevant for registered businesses, corporations, partnerships, and other entities that conduct financial transactions or investments through Scottrade.
3. It helps to establish the legal identity and legitimacy of the business within the Scottrade platform and enables accurate record-keeping and reporting.
4. It is essential for complying with regulatory and legal obligations related to financial transactions conducted under the business name.
5. Please note that specific eligibility criteria, rules, and regulations regarding the use of a primary business name on Scottrade may vary by jurisdiction and Scottrade's terms of service.
6. For precise information on whether you need to provide a primary business name, it is recommended to refer to Scottrade's official documentation or consult with Scottrade customer support.

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