Getting Started
New Updates Coming Soon! Watch for additional enhancements in February, including a separation of Positions and Watch Lists that allows you to view both lists at the same time. Please contact your local branch office if you have questions about using your home page.
When you first log in to your Scottrade account, the first screen you see is your personal home page. This page provides a snapshot of your account, brings you important messages from Scottrade and lets you customize the view with our advanced drop-down filters. All the information you need at a glance, all in one place.
Here's a section-by-section look at your account home page. The numbers in the image correspond to the numbered sections below. View Graphic 
1. My Account View Graphic
The My Account section in the top left corner offers a glimpse of your account with a helpful chart and an overview of your balances. Personalize your chart view by selecting the timeframe you'd like to see, and access more detailed balance information by clicking the Balance Details link under your balance summary.
2. Open Orders View Graphic
View your open orders without even leaving your home page. You can even scroll within the page using the Next and Previous links at the bottom of the Open Orders module. View orders organized your way with the advanced drop-down. Choices include Order Time, Symbol (A-Z or Z-A), Transaction Type, Quantity, Order Type, Price or Status.
3. Completed Orders View Graphic
Your completed orders will be listed to the right of your open orders to help you quickly track your executions. Scroll within the Completed Orders module using Next and Previous, and organize your list by Execution Time, Symbol (A-Z or Z-A), Transaction Type, Quantity, Execution Price and Total.
4. Positions (My Investments) or Watch Lists View Graphic
You choose whether you'd like to see performance data for all the investments you hold or for all the securities you're watching on your favorite Watch List. After you've set up your watch list(s), use the drop-down in this module to select whether you'd like to view positions or one of your watch lists on your home page. Plus, toggle between positions and watch lists with the ease of a single click in the drop-down menu.
Also notice at the bottom of your positions list, you'll see the Total Market Value of your positions and Today's Change, the net change for all positions during the current market day.
5. E-Mail Validation View Graphic
Topping the right column of your account home page, the E-Mail validation section allows you to see the e-mail address Scottrade has on file for your account. It's important to keep your e-mail address updated so Scottrade can communicate with you directly when there is important news regarding your account. Update your e-mail address by clicking Edit E-Mail Address.
6. Alerts View Graphic
Set up customized alerts to better manage your positions and the securities you're watching. This module shows your five most recent alerts so you can see what's happening the moment you log in to your account. Modify your alert settings with the Manage Alerts link, or View All to go straight to the Alerts page in your account. 7. Global Messages View Graphic Global Messages are notifications from Scottrade that may impact your account. They can deal with everything from new laws and regulations to maintenance requirements and market hours. The three most recent Global Messages display on your home page, and you can view all current messages by clicking the View All link at the bottom of the module. 8. My Support Messages View Graphic
Support Messages are a way for Scottrade to communicate directly with you about issues that specifically touch your account. Be sure to take a look at any Support Messages you receive to keep your trading experience running smoothly. 9. Quick Links View Graphic
Look to the Quick Links for convenient access to featured parts of your account or the Scottrade Web site. Scottrade updates the Quick Links based on what's most useful and popular with our customers, so check back frequently for new opportunities.
| Tax Information for Retirement Accounts |
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| Trading Web Site | 2/20/10 |
| ScottradeELITE | 2/20/10 |
| Trading Web Site | 3/13/10 |
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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.
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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.
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