Login Help

Forgot your user ID?

Retrieve user ID

Forgot your password?

Reset password

First time logging on and opened your account with a paper application?

Welcome! If you opened an account with a paper application, use your account number and PIN when you first log on. Your account number was included in the Welcome Kit mailed to you. For your security, the PIN was mailed separately to arrive after the Welcome Kit. Once you log on, you can set up a UserID and password. You'll need to use these to log on going forward.

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 accounts

Your 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.


Need further help?

Please contact us if you need assistance.
US: 800-800-7777
International: 402-970-5805