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Open an Account
Minimum Account Requirements  |   Package Request Form
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To receive your free new account package containing everything you need to open your account with Scottsdale Capital Advisors, you may do either of the following:

  1. Fill out the form below
  2. Phone in your request
Once you have your hardcopy forms fill them out completely and be sure to sign and date before sending them to:

Scottsdale Capital Advisors
7170 E McDonald Drive, Suite 6, Scottsdale, AZ 85253

You may fund your account by either enclosing a check with your package, or by wiring your funds to:
INCOMING WIRE INSTRUCTIONS (USD):
(If you use these instructions with a foreign currency, it will automatically be converted to USD)
JP Morgan Chase
277 Park Ave
New York, New York 10172
ABA: 021000021
Acct: 066600030
FBO: Penson Financial Services
FFC: Customer Name
Customer Acct Number

INCOMING WIRE INSTRUCTIONS (Other than USD):
JP Morgan Chase London
SORT CODE: 609242
SWIFT BIC CHASGB2L
IBAN: USD 6B59chas60924222075801
GBP 6B16chas60924222075802
EUR 6B86chas60924222075803
CAD 6B32chas60924222075804
FBO: Penson Financial Services
Acct: 0022075801 for USD
0022075802 for Sterling
0022075803 for Euro
0022075804 for Canadian Dollar
FFC: Customer Name
Customer Acct Number
Also, e-mail foreignsettlements@penson.com and inform them to expect the wire.
 

Your submission of an account application confirms that you have read and fully understand the Risk Notice and Disclaimers for online traders.



Minimum Account Requirements


  • $10,000 minimum balance for a cash account.
  • Accounts may be funded by check, bank wire, or securities transfer.
  • Checks in excess of $5,000 will require 10 business days to be credited to your account.
  • All direct access accounts require a signed margin agreement.



  • Package Request Form

    Scottsdale Capital Advisors (Member FINRA, SIPC)
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    FAQ - Risk/Disclaimers
    All Trades Executed through Scottsdale Capital Advisors (Member: FINRA, SIPC, NASDAQ and NYSE Arca)
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