Some account types may be restricted from linking. To link accounts, go to Client Services > My Profile > Link Accounts. If you have multiple accounts, you can link them to access all accounts with a single user ID and password. Once you log in, you can set up a permanent user ID and password. We included your account number in your Welcome Kit, and we mailed your PIN to you separately.
If you opened an account with a paper application, use your account number and PIN when you first log in. Recover your user ID online or call Client Services at 80.
If you're asked security questions, the answers are the same as those you set up at Scottrade. Your password is your Scottrade password. Note for former Scottrade accounts: Your user ID is your eight-digit Scottrade account number.
