First time logging on and opened your account with a paper application?Welcome! If you opened an account with a paper application, you’ll need to create your user ID and password before you can log on. Please visit the Create user ID page to do so. You’ll need your account number that’s listed in the Welcome Kit we mailed you and your PIN, which was mailed separately.
Have multiple accounts?Simplify the log on process by linking your accounts. Log on and visit the Linked Accounts tab in My Profile. Please note that certain account types may be restricted from linking. For more information, log on and go to Help under Client Services.
Have a financial advisor?If you opened your accounts with the help of a financial advisor, the website you should use is www.advisorclient.com. If this is your first time logging in, go to www.advisorclient.com/getstarted to get set up. You’ll need your account number and access to the phone number you provided when you opened your account to complete the setup process..
Former Scottrade accountsYour user ID is your eight-digit Scottrade account number. Your password is your Scottrade password. If you’re asked security questions, the answers are the same as those you set up at Scottrade.