Account Information & Preferences

Account Linking

Account linking allows the primary authorized account holder access and trading capabilities in secondary accounts. New accounts can be linked only after the Subscriber Agreements have been completed. These are located in the Agreements section of the Forms Center.

To establish linked accounts, follow the steps below:

1. Download the Account Linking Limited Trading Authorization form located in the Forms Center.

2. Primary and Secondary account holders must complete the form.

3. Fax or mail the form to your local Scottrade branch office.

4. Scottrade will enable the accounts for account linking.

5. The process may take up to 4-5 business days.

After account linking has been enabled, you will notice a drop-down box in the top left menu of all the pages right above your name. Using this drop-down, you will be able to select the account you would like to view. The primary account will be able to select any account to which they have been granted access.

Note: Only non-professional accounts have the ability to link to other non-professional accounts. Professional accounts do not have the capability to use account linking at this time.

Once your accounts are linked, you'll be able to view your linking status and change your settings under the My Account tab. Click the My Information & Preferences link in the left menu column, and then you'll see an Account Linking tab near the top.

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The information and content provided in the Scottrade® Knowledge Center is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product or an endorsement or affirmation of any specific investment strategy. You are fully responsible for your investment decisions. Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances and your investment objectives. Scottrade, Inc. and its affiliates are not offering or providing, and will not offer or provide, any advice, opinion or recommendation of the suitability, value or profitability of any particular investment or investment strategy.