Account Linking Request Form Page 3

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V. Secondary Scottrade
Accounts to be Linked:
®
Secondary Scottrade Account Number 1
Registered Account Name
Immediate Relative (parent/child/
1) Describe Agent's relationship to the owner(s) of the Scottrade account listed above:
Spouse/Domestic Partner
sibling)
Extended Relative
Investment Advisor
CPA
Attorney
Self
Other If Other, please specify:
Convenience
Help with account
Professional assistance/guidance
Other
2) Provide the reason for this trading authorization request:
X
X
Linked Account Owner Signature
Linked Joint Account Owner Signature
Date
Secondary Scottrade Account Number 2
Registered Account Name
Immediate Relative (parent/child/
1) Describe Agent's relationship to the owner(s) of the Scottrade account listed above:
Spouse/Domestic Partner
sibling)
Extended Relative
Investment Advisor
CPA
Attorney
Self
Other If Other, please specify:
Convenience
Help with account
Professional assistance/guidance
Other
2) Provide the reason for this trading authorization request:
X
X
Linked Account Owner Signature
Linked Joint Account Owner Signature
Date
Secondary Scottrade Account Number 3
Registered Account Name
Immediate Relative (parent/child/
1) Describe Agent's relationship to the owner(s) of the Scottrade account listed above:
Spouse/Domestic Partner
sibling)
Extended Relative
Investment Advisor
CPA
Attorney
Self
Other If Other, please specify:
2) Provide the reason for this trading authorization request:
Convenience
Help with account
Professional assistance/guidance
Other
X
X
Linked Account Owner Signature
Linked Joint Account Owner Signature
Date
Secondary Scottrade Account Number 4
Registered Account Name
Immediate Relative (parent/child/
1) Describe Agent's relationship to the owner(s) of the Scottrade account listed above:
Spouse/Domestic Partner
sibling)
Extended Relative
Investment Advisor
CPA
Attorney
Self
Other If Other, please specify:
2) Provide the reason for this trading authorization request:
Convenience
Help with account
Professional assistance/guidance
Other
X
X
Linked Account Owner Signature
Linked Joint Account Owner Signature
Date
Secondary Scottrade Account Number 5
Registered Account Name
Immediate Relative (parent/child/
1) Describe Agent's relationship to the owner(s) of the Scottrade account listed above:
Spouse/Domestic Partner
sibling)
Extended Relative
Investment Advisor
CPA
Attorney
Self
Other If Other, please specify:
Convenience
Help with account
Professional assistance/guidance
Other
2) Provide the reason for this trading authorization request:
X
X
Linked Account Owner Signature
Linked Joint Account Owner Signature
Date
Signature Page
ID
Signature Verification via
Application
Associate Initials
SF1013/11-15
Page 3 of 3

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