Knowledge Center

Getting Started in ELITE

Importing/Exporting Data

Importing an exported file can help you restore your stock lists, layouts and templates or copy them to a different computer.

To import your data:

1. From the Main Menu, click Wizards and then select Import ScottradeELITE Data. View Graphic View Graphic

2. The Welcome page appears. Click Next to continue. View Graphic View Graphic

3. Browse to the data export file you saved, and then click Open. View Graphic View Graphic

4. Once the successful completion page appears, click Finish. The data is now successfully imported to your account. View Graphic View Graphic

You can also export data, such as Layouts and Templates, to a data file. You can save your lists, layouts and templates. Customers will typically export ScottradeElite data in order to share it with a friend, transfer it to another system or save it as a backup in case they need to restore their system later.

To export your data:

1. From the Main Menu, click Wizards and then select Export ScottradeELITE Data. View Graphic View Graphic

2. The Welcome page appears. Click Next to continue. View Graphic View Graphic

3. Select the Layouts you want to save, and click Next. View Graphic View Graphic

Note: To select consecutive layouts, click the first layout, press and hold down SHIFT, and then click the last layout. To select nonconsecutive layouts, press and hold down CTRL, and then click each layout you wish to export.

4. Select your template type, and then select a template name. Click Next. View Graphic View Graphic

5. Select the symbol list you want to save, and then click Next. View Graphic View Graphic

6. Choose the file location where you want to save your exported data. You can use the default filename ScottradeELITE or create a different file name of your choice. Click Save. View Graphic View Graphic

7. Once the successful completion page appears, click Finish. The exported data is now saved to the file location you specified. View Graphic View Graphic

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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.