Fact Sheet: Investment Education

As part of the company’s investment education initiative, Scottrade offers many free in-person and online investing resources to its clients to help them make better-informed decisions

Branch Offices

• More than 500 nationwide branch offices – the largest branch network among online investing firms. Staffed with licensed stock brokers who help clients through one-on-one tutorials learn more about investing online.
• Scottrade’s first branch office opened in 1980.
• Find a branch office.
  

Scottrade^® Branch Seminars 

• Small-group events for clients to learn about features and functionality of Scottrade’s trading tools.
• More than 8,000 seminars were offered last year nationwide in Scottrade’s local branch offices.
  
• Topics include:
  • Planning for Retirement
  • Understanding Margin
  • Using Different Order Types
  • Basic and Intermediate Options Trading
    
• Find the next Branch Seminar.
  

Knowledge Center 

• Free online education center available to help anyone learn about the market, online trading and empower them to make their own investing decisions.
• More than 3,000 educational articles, covering an extensive range of financial and investment topics, are provided to help meet the needs of investors and traders at all levels with more added each week.
  
• A comprehensive help center specific to Scottrade's online trading tools.
• Other features include webcasts, quizzes and interactive financial planning calculators that cover the topics of:
  
  • College Savings
  • Cost of Waiting
  • IRA Comparison
  • Retirement 
• Visit the Knowledge Center for more online investment education.
  

Webcasts

• Scottrade’s Media Center hosts educational videos for clients to learn at their own pace.
  
• Offered in English, Chinese and Spanish.
• View the extensive archived library of on-demand webcasts on a variety of topics, including:
  • Scottrade^® Online Community Overview
  • Knowledge Center Overview
    
  • Options Research & Order Entry
    
  • NASDAQ Velocity^® & Forces^® on ScottradeELITE^® 
• View the online Media Center to watch on-demand webcasts.
  

Scottrade^® Live Webinars

• Live streaming and interactive presentations are offered to clients online throughout the week at different times to accommodate all schedules.
  
• Choose from a variety of presentations, covering topics that include:
  • Investing at Scottrade
  • Scottrade^® Strategy Sessions brought to you by Learning Markets¹
  • Scottrade^® Daily Market Commentary brought to you by Learning Markets¹
    
• Learn from Scottrade subject matter experts and the Chicago Board Options Exchange instructors.
• Recordings of Scottrade’s Live Webinars can be accessed at any time.
  
• Register online for a Scottrade^® Live Webinar.

Scottrade^® Online Community

• More than 57,000 members exchanging information, ideas and trading strategies.
• Free to join, the community brings Scottrade clients together in a comfortable learning environment to:
  • Meet like-minded investors across the country.
  • Get sneak peeks at upcoming enhancements to Scottrade's online trading tools and be among the first to test upgrades in their accounts.
  • Interact with Scottrade product specialists to suggest enhancements or ask questions about existing features.
  • Share files, upload videos or photos and create blogs about market topics important to them.
    
• Preview the Scottrade^® Online Community, available only to clients.
  

KnowHow^® News

• Free monthly newsletter with educational articles designed for all levels of investors.
  
• Educational topics include:
  • Industry perspectives
  • Strategy insights
  • Direct responses from a Scottrade subject matter expert to client questions
  • Tips of the trade that provide quick, useful hints on trading-specific help
  • Sneak peeks at new upgrades and trading techniques
• View current and archived KnowHow^® News articles in the Knowledge Center

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the Scottrade Options Application and Agreement, Brokerage Account Agreement, and by downloading the Characteristics and Risks of Standardized Options and Supplements (PDF) from The Options Clearing Corporation, or by requesting a copy from your local branch office. Market volatility, volume, and system availability may impact account access and trade execution. Supporting documentation for any claims will be supplied upon request.

¹ The Scottrade® Daily Market Commentary Series and Scottrade® Daily Strategy Series are produced by Learning Markets, LLC. The materials presented are being provided to you for educational purposes only. Scottrade, Inc. and its affiliates have not created and are not responsible for such materials. The content of such materials has not been adopted, endorsed or approved by Scottrade or its affiliates. The content was created and is being presented by employees or representatives of Learning Markets, LLC who are not employed by or affiliated with Scottrade or its affiliates. The information presented or discussed is not a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product or an endorsement or affirmation of any specific investment strategy. You are fully responsible for your investment decisions. Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances and your investment objectives. Scottrade and its affiliates are not offering or providing, and will not offer or provide, any advice, opinion or recommendation of the suitability, value or profitability of any particular investment or investment strategy.