Trading Stock

Initial Public Offering

A private company must restrict its investors to a specific group, including its founders, employees and a group known as friends and family, and therefore has limited access to capital. When a private company goes public, it makes shares available for purchase to additional investors through an initial public offering (IPO). Although there are many motives for engaging in an IPO, many companies do so to raise additional capital to expand their businesses or create liquidity for their stockholders. In addition, unlike a loan, a company is not required to pay shareholders back for their investment.

To do an IPO, a corporation works with an underwriting firm, usually an investment bank, which typically buys shares from the company at a set price and then resells them to the public through affiliated brokerage firms. The underwriter charges a fee, which is usually a percentage of the cost of each share. If the IPO is successful, the underwriter realizes a profit and the company has the cash it needs to grow.

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Typically, an average investor will not be able to purchase shares in an IPO until they hit the secondary market. Once the stock begins trading in the secondary market, it is no longer an IPO. Scottrade offers clients the capability of purchasing shares of stock in the secondary market after the initial public offering (IPO). It is important to understand that Scottrade does not participate in IPOs. You are not purchasing shares directly from the issuer at the IPO price; you are purchasing these newly issued shares once they begin trading in the secondary market.

On the morning of the day the stock begins trading in the secondary market, you will be able to place only limit and stop limit orders online. Then, when the primary exchange officially opens the symbol for trading, you will be able to place most other order types online. Please note that you must have the necessary funds for the purchase amount posted in your account prior to placing an online order.

You may place trades in your margin account using buying power for non-marginable securities on the first day of trading. Listed and NASDAQ securities are marginable the second day of trading with a minimum 50% maintenance requirement for the remaining 30 days.

You may place sell short orders the second day of trading; however, in most instances, shares won't typically be available for shorting until the fourth day of trading.

The Securities Act of 1933 requires companies to file with the Securities and Exchange Commission (SEC) before going public and then submit comprehensive annual reports, called 10-K reports, to keep investors informed of their business and financial situation.

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The information and content provided in the Scottrade® Knowledge Center is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, 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, Inc. 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.