Knowledge Center

Account Management

Managing your account is key to managing your money. In this section, you'll learn about your account features, how to monitor and track securities, your account history and tax statements, deposits and withdrawals, and how to set your account preferences.

Balance Information

View balance information for cash accounts, margin accounts, day trading margin accounts, Bank Deposit Program accounts and uninvested funds.

Monitoring & Tracking

Monitor your account positions, track securities with watch lists & portfolios, and learn how to use tools like alerts.

Account History

Keep track of your account history with your transaction history, trade confirmations, account statements and tax statements.

Deposits

Deposit money to your account via Money Direct, check or wire transfer. Learn more about balance restrictions and stock deposits.

Withdrawals

Learn about withdrawal options such as check, check writing/debit card, wire transfer and stock withdrawals.

Account Info & Preferences

Personalize your account by setting your password, choosing your site preferences, updating your contact information, linking your accounts and naming your account.

Bank Deposit Program

Scottrade's Bank Deposit Program provides FDIC insurance protection for your uninvested cash of up to $1 million.

Dividend Reinvestment

Learn about Scottrade's Flexible Reinvestment ProgramTM and how it is different from a traditional dividend reinvestment program (DRIP).

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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.