Balance Information
From your Scottrade brokerage account, click the My Account tab at the top to see your balance information. The Money Balances box displays your account information including brokerage account balance, bank deposit program balance, settled funds, trades waiting for settlement and total money balance.
Money Balances
For both margin and cash accounts you will see:
Brokerage Account Balance - amount of settled funds that have not been swept to program banks
Bank Deposit Program Balance - amount of funds that have been swept to program banks
Total Money Balance - all funds credited to the account, including added or subtracted funds from unsettled trades
For cash accounts only, you will also see the following:
Settled Funds - the amount of settled funds at Scottrade, Inc. that have not been swept to program banks
Total Trades Waiting for Settlement - total of sales waiting settlement and purchases waiting settlement
For accounts that include margin, you will also see the following:
Cash Balance - money balance in cash portion of the account (debit or credit)
Margin Balance - money balance in margin portion of the account (debit or credit)
Short Stock Reserve - money set aside for buy back of short positions in the account, calculated each day based on the previous day's closing price of current short positions in the account
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. Scottrade's margin agreement is available at scottrade.com, or through a Scottrade branch office, and contains the Margin Disclosure Statement and information on our lending policies, interest charges, and the risks associated with margin accounts.
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Any specific securities, or types of securities, used as examples are for demonstration purposes only. No information on this Web site should be considered a recommendation or 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, risks, and 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 are available through our trading site 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.
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 long-term investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. 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.
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. Margin Disclosure Statement (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 your local 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.