Open an Account
1. Complete and Return Forms
To open a specific account, click the link below and download the necessary forms. Complete, sign and follow the instructions of the documents within the PDF packet.
CloseAdditional forms - complete if applicable:
- Trading Authorization - to authorize someone other than the account holder(s) to place trades in this account.
- Beneficiary Plan Agreement - to designate a beneficiary for the account.
- U.S. Visa Letter - if you are a non-U.S. citizen who is not a permanent resident.
- Margin Agreement - if you did not select margin on your application, you can fill out this form to request a margin account.
Mail all completed forms to:
OptionsFirst - Scottrade
P.O. Box 31542
St. Louis, MO 63131-0542
or Fax all completed forms to:
(314) 543-6264
2. Activate Your Account
- As soon as your OptionsFirst account is opened, you will be contacted.
- Create your password and access your account.
Fund Your Account
- Mail a check made payable to OptionsFirst
- ACH, Wire, or send a Check through the Transfer Funds Tab once you are logged in.
- Transfer funds or securities from another Scottrade account by completing the OptionsFirst Transfer Authorization form. (Mail or Fax)
Important Agreements
Read the following agreements and keep for your records (you do not need to mail with your application):
Customer Support: (877) 223-3344
