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Scottrade Forms Center

ROTH IRA

Please complete the following steps:

Download PDF form    (Get Acrobat Reader to view PDF forms)
  • Print the form
  • Complete the Brokerage Account Application
  • Complete the Roth IRA Account Application
  • Complete all sections of both forms. Failure to do so will cause prolonged processing times
  • Sign both forms
  • Mail the application to your local Scottrade office

     Click here to find your local branch

** A custodial version of the Roth IRA account is available. If you choose to establish a custodial Roth IRA, please be sure to include the minor's information on the applicant side and the custodian's information on the co-applicant side. Both forms must be signed by the custodian.

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Brokerage Products and Services offered by Scottrade, Inc. – Member FINRA and SIPC.

Any specific securities, or types of securities, used as examples are for demonstration purposes only. No information on this web site should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses are available through our trading site or through a Scottrade branch office. The prospectus should be read carefully before investing. No transaction fee (NTF) funds are subject to the terms and conditions of the NTF funds program. Scottrade is compensated by the funds participating in the NTF program through recordkeeping, shareholder, or SEC 12b-1 fees.

Investors should consider the investment objectives, risks, charges, and expenses of an Exchange-Traded Fund (ETF) carefully before investing. A prospectus contains this and other information about the ETF can be obtained from the issuer. The prospectus should be read carefully before investing.

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or it is available at one of our branch offices. It contains information on our lending policies, interest charges, and the risks associated with margin accounts.

Options are not appropriate for all investors. Detailed information on our policies and the risks associated with options can be found in Scottrade's Options Application and Agreement, Brokerage Account Agreement, and Characteristics and Risks of Standardized Options (also available at one of our branch offices). All option accounts require prior approval by Scottrade.

Online market and limit equity orders are just $7 for stocks over $1.

Market volatility, volume, and system availability may impact account access and trade execution.

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.