Forms Center

Laser App Software Logo

Scottrade Advisors can now complete forms electronically with Laser App® Anywhere. Scottrade provides seamless integration from the custodial platform to Laser App® Anywhere, where Scottrade forms are bundled in one place to streamline your document workflow. There is no separate charge* to access Laser App® Anywhere from the Scottrade custodial platform. *Minimum assets under management may be required.

For more information contact your Relationship Team at 877-726-8741.

Please choose the type of Scottrade account your client has or wishes to establish below. Each account has a unique set of forms to help advisors open or amend the account.


  • Individual/Joint Account

  • Trust Account

  • Qualified Plans: 401(k), Keogh, Profit Sharing, Money Purchase Pension or Defined Benefit Plan

Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc. - Member FINRA / SIPC.

Scottrade and Laser App are not affiliated. Scottrade is not responsible for statements, offers or products issued by Laser App. Please research any product or service carefully before making a purchase.

All investing involves risk. The value of your investment may fluctuate over time, and you may gain or lose money.

Scottrade, the Scottrade logo and Scottrade® Advisor Services are the registered trademarks of Scottrade, Inc. and its affiliates.

For institutional use only.

© 2017 Scottrade. All Rights Reserved.