Investment Education

Learning to Invest

Online investing can be a powerful means for those who have the time, interest and passion to make their own investing decisions. But, most importantly, it takes investment education.

Scottrade empowers do-it-yourself investors and traders to make informed choices by providing the latest free educational tools and resources .

From investing how-to basics to detailed technical analysis, and in-person or online resources, Scottrade’s investment education lets clients learn at their own pace and in their own style.

In-Person Education

In-branch, one-on-one tutorials and small-group seminars
National Scottrade^® Client Education Conferences

Online Education

Comprehensive Knowledge Center
Scottrade^® Online Community
On-demand videos and Scottrade^® Live Webinars
Investment newsletters

In-Person Education

Individuals who want to learn about investing can visit their local Scottrade branch office, attend a Branch Seminar or attend one of the company’s nationwide Client Education Conferences.

One-on-one tutorials or small-group seminars

With more than 500 branch offices nationwide, Scottrade offers live events in neighborhoods all across the country. Clients looking for investing and trading education can receive one-on-one tutorials or participate in a small-group setting at a Branch Seminar. They can learn how to use Scottrade’s online investing and trading tools, while connecting with branch associates and other local investors. Some topics include Taxes and Your Scottrade Account, Intro to Order Types, Advanced Orders, Options Basics, Intermediate Options, Discover Scottrade, ScottradeELITE^® and more advanced lessons for technical analysis and charting.

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Scottrade® Client Education Conferences

Scottrade clients come together several times a year to advance their investing knowledge and trading strategies. The national Client Education Conferences offer learning opportunities to many different types of investors and traders, from the intermediate to the experienced. The free events, which touch on a variety of investment strategies, allow attendees to mix and match educational sessions from three tracks: investor, trader and options trading. Each session educates clients on how to utilize Scottrade’s online investing and trading tools, and resources to make better-informed decisions.

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Online Education

For do-it-yourself investors who prefer to learn at their own pace, Scottrade offers many online resources.

Knowledge Center
Scottrade’s online Knowledge Center is available to everyone. With more than 2,000 articles, easy search features, smart links to related content, multimedia and interactive learning opportunities, and a comprehensive help center, the Knowledge Center transforms volumes of educational materials into one quick, easy-to-use site. Scottrade clients receive additional, exclusive functionality, including the ability to customize articles and videos for future use.

Online Community
Education meets social networking in the Scottrade^® Online Community. Investors who enjoy group discussions, blogs and videos can join a network – more than 50,000 users strong – from all across the country to exchange information and ideas. Through the community, they can also pass along suggestions to Scottrade product specialists to enhance the user experience.

Live Webinars
Scottrade^® Live Webinars are offered every day the market is open. Investors can participate in 12 webinars, covering topics ranging from order types and finding trading opportunities to investment strategies and using Scottrade's online trading tools. Partcipants can interact with the presenter in a live question and answer session following each webinar.

On-Demand Videos
Scottrade's Media Center features dynamic, on-the-go tutorials designed to help viewers react quickly to market events and make more informed decisions. Investors who like to learn at their own pace can select informative videos from an extensive archived library to discover company resources such as NASDAQ Velocity^® and Forces^®. Videos are offered in English, Spanish and Chinese.

Investment Newsletters
Get in the know with KnowHow^® News. Sign up to receive Scottrade’s exclusive educational newsletter each month when you open an account or by emailing knowhow@scottrade.com after your account is established. Fresh, timely articles provide helpful explanations, expert perspectives, strategy insights, and sneak peeks at new upgrades and trading techniques. Plus, clients have access to more educational newsletter articles and a complete KnowHow^® News archive in the Knowledge Center.

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Scottrade, Inc. and Scottrade Bank are separate but affiliated companies and are wholly-owned subsidiaries of Scottrade Financial Services, Inc. Brokerage products and services offered by Scottrade, Inc. - Member FINRA and SIPC. Deposit products and services offered by Scottrade Bank, Member FDIC.

Brokerage Products Not FDIC-Insured - Not Bank Guaranteed - May Lose Value.

Online market and limit stock trades are just $7 for stocks priced $1 and above.

*May 2012, Smart Money recognized Scottrade as its overall second-highest ranking broker, with the highest score for fees and commissions and banking services.

Scottrade does not charge setup, inactivity or annual maintenance fees. Applicable transaction fees still apply.

Scottrade does not provide tax advice. The material provided is for informational purposes only. Please consult your tax, or legal, advisor for questions concerning your personal tax or financial situation.

Select investments are commission free to those using Scottrade's online platforms. Other fees and charges may apply.

Any specific securities, or types of securities, used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.

Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds’ performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses may be ordered through Scottrade.com or through a Scottrade branch office. The prospectus should be read carefully before investing. No transaction fee (NTF) funds are subject to the terms and conditions of the NTF funds program. Scottrade is compensated by the funds participating in the NTF program through recordkeeping, shareholder, or SEC 12b-1 fees.

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or it is available at one of our branch offices. It contains information on our lending policies, interest charges, and the risks associated with margin accounts.

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 a Scottrade branch office. Supporting documentation for any claims will be supplied upon request.

Market volatility, volume, and system availability may impact account access and trade execution.

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

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

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