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Technological Vision Background & Philosophy Our Team Client & Partners Press Room Contact Us Scottrade Joins WMSI’s IRA Marketplace Scottrade Forms Partnership with Wealth Management Systems Inc. (WMSI) to Offer Direct Rollovers to Retirement Plan Participants Bedminster, NJ (December 10, 2007) - WMSI, the leading provider of technology-based rollover services in the retirement industry, announced today that Scottrade, a leading online investment firm, will join WMSI’s IRA Marketplace making it easier for job changers and retirees to choose Scottrade as their broker of choice when rolling their retirement accounts into IRAs. Through WMSI’s IRA Marketplace, retirement plan participants will be able to open IRAs online with Scottrade and directly transfer their savings to their new IRAs without handling distribution checks. "Scottrade, like WMSI, is an innovative company that has a history of leveraging the Internet to enhance product and service offerings for their clients," said Tom Loch, President of Wealth Management Systems Inc. "WMSI’s IRA Marketplace is a very efficient way for investors who need to roll over a retirement plan to take advantage of Scottrade’s services." "Scottrade is pleased to partner with Wealth Management Systems to make it easier for investors to roll over qualified retirement plans, including 401(k) plans, to Scottrade," said Steve Walkenbach, Executive Director of Business and Product Development at Scottrade. "WMSI's complete rollover solution coupled with Scottrade's easy-to-use trading platforms and award-winning customer service make this a very smart choice for investors." Scottrade will be available to participants through the WMSI platform beginning in January 2008. About Scottrade Scottrade is a leader in online investing, serving individual investors who are comfortable making their own investment decisions. Scottrade is unique in the industry because it boasts low commission rates while offering the largest branch network among online brokerages, with 328 local branch offices nationwide. In October, Scottrade was named Highest in Investor Satisfaction by J.D. Power and Associates for the seventh time. Scottrade.com is the online trading site of Scottrade, Inc. and offers customers the convenience of placing many orders online for just $7 per trade. In addition to its online capabilities, Scottrade staffs each easily accessible branch location with a branch manager plus additional brokers and assistants. For more, visit www.scottrade.com. About Wealth Management Systems, Inc. (WMSI) Additional information about WMSI is available at www.wealthmsi.com. Financial services are provided through WMSI Securities LLC, a wholly owned subsidiary of WMSI and member FINRA/SIPC. Back to Press Room Press Release Archives Looking for a press release? Please select from the archives below: Press Room 2006/2007 Press Room 2005 Press Room 2004 Press Room 2003

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