Customize Your Account

The Watch Lists table on your account home page can be edited to change the data columns displayed, the order in which each column appears, the number of symbols shown and the order in which symbols display. To change the information or display settings of the watch lists shown on your account home page, click the Edit link in your Watch Lists table.

The Edit Watch Lists Display window allows you to add, remove and reorder the data columns shown in your Watch Lists table so that you can choose to see information that best fits your investment interests.

You may select up to seven of the following data columns to display in your Watch Lists table:

• 52-Week High: The highest price at which a security traded during the previous 52 weeks is called the security's 52-week high.
• 52-Week Low: The lowest price at which a security traded during the previous 52 weeks is called the security's 52-week low.
• Alerts: Alerts are customizable notifications that you are able to set inside your Scottrade account to keep you informed about changes in your account or securities you have selected to track. The Alerts column on the Watch Lists table of your account home page will display a megaphone icon next to any symbol for which an alert is set to indicate that current news or price information is available for that security.
• Ask: The ask price is the price at which a market maker or broker offers to sell a security or commodity. The price another market maker or broker is willing to pay for that security is called the bid price, and the difference between the two prices is called the spread. Bid and ask prices are typically reported to the media for commodities and over-the-counter (OTC) transactions.
• Ask Size: The quantity of shares a seller is willing to sell at the current ask price is called the ask size.
• Bid: The bid price is the price a market maker or broker is willing to pay for a security or commodity. The price at which another market maker or broker is willing to sell that security is called the ask price, and the difference between the two prices is called the spread. Bid and ask prices are typically reported to the media for commodities and over-the-counter (OTC) transactions.
• Bid Size: The quantity of shares a buyer is willing to buy at the current bid price is called the bid size.
• Change ($/%): The intraday dollar or percentage change in price for a security can be used to evaluate a security's performance for the current market day. On the Watch Lists table of your account homepage, click the dollar sign ($) to view price change in dollars or the percent symbol (%) to view price change as a percentage.
• Cost (customer-entered data): On the Watch Lists table of your account home page, cost is calculated by multiplying the quantity of a security by its entry price and then adding the entry commission. For long positions, the Cost column displays as a negative amount; for short positions, it displays as a positive amount.
• Entry Date (customer-entered data): On the Watch Lists table of your account home page, the date on which a symbol was added to a watch list displays as the entry date.
• Entry Price (customer-entered data): On the Watch Lists table of your account home page, the price per share at the time a symbol was added to a watch list is recorded as the entry price.
• Entry Commission (customer-entered data): On the Watch Lists table of your account home page, the commission amount applied to a symbol that was added to a watch list displays in the Entry Comm column.
• Gain/Loss ($/%): The total dollar and percentage change between a security's cost and its last quoted price. Gain/Loss amount is calculated by multiplying the symbol's Last Price by the Quantity and then subtracting the symbol's Cost. Gain/Loss percentage is calculated by dividing the Gain/Loss amount by the symbol's Cost.
• High: The highest price at which a security has been traded during the current trading day is commonly referred to as the security's high.
• Last Exchange: The exchange on which a security traded most recently is known as the security's last exchange. A security can trade on multiple exchanges but is only registered through the SEC on one primary exchange.
• Long/Short (customer-entered data): On the Watch Lists table of your account home page, the Long/Short column indicates whether a watch list security is long, meaning shares bought and held, or short, meaning borrowed shares sold in anticipation of a price decline.
• Low: The lowest price at which a security traded during the current trading day is commonly referred to as the security's low.
• Market Value: Market value is the total value of a trade. Market value is typically calculated as: Current Price X Quantity = Market Value. To create a virtual trading experience, the Watch Lists table of your account home page calculates market value as the last price times the quantity of shares you have entered for a watch list symbol.
• Open: The first price for a security at the beginning of a trading day is called the security's open.
• Previous Close: The final price at which a security traded on the previous trading day is referred to as the security's previous close.
• Primary Exchange: The exchange on which a security is registered through the SEC is known as the security's primary exchange. A security can trade on other exchanges but can only be registered with one primary exchange.
• Quantity (customer-entered data): The number of shares or contracts traded on a security defines the quantity of a trade.
• Today's Change: The intraday change in a security's market value is often referred to as today's change. Today's Change is typically calculated as the current day's market value - the previous day's market value. To create a virtual trading experience, the Watch Lists table of your account home page calculates Today's Change as the quantity of shares times the dollar change of a security for the most recent trading day. This value represents the total market dollar change in a security for the current trading day.
• Last Price: The most recent price at which a security was trading during the current trading day is referred to as the security's last price.
• $ Change: The dollar amount change in price of a security since the current day's market open will be noted in $ Change information fields throughout your Scottrade account(s).
• % Change: The percentage change in price of a security since the current day's market open will be noted in % Change information fields throughout your Scottrade account(s).
• Volume: Volume is the number of shares traded in a company's stock or in an entire market over a specified period, typically a day. Unusual market activity, either higher or lower than average, is typically the result of some external event.

Customer-entered data is information applied by a customer to a particular symbol. Please note that all customer-entered data fields will contain values that you have input in your virtual trading portfolio. These customizable fields are designed to allow you to monitor potential investment strategies. This information may not be an accurate depiction of the market. To set up your virtual portfolio information, visit the Watch Lists page of your account.

To add a data column:

• Choose any data column listed in the Available box and click the Add button. To select multiple data columns, press and hold the Control (Ctrl) key while you select your data columns.

To remove a data column:

• Choose any data column in the Selected box and click the Remove button. To select multiple data columns, press and hold the Control (Ctrl) key while you select your data columns.

To change the display order of data columns:

• Click any data column in the Selected box and use the Move Up and Move Down buttons to assign a location to each data column.

To select the number of symbols displayed:

• Use the drop-down box provided at the bottom of the Edit Watch Lists Display window to choose to display 20, 40 or 60 of the symbols currently included in your watch lists.

To visit the Watch Lists page of your account:

• Click Advanced Features in the bottom right corner of your Watch Lists table.

Click Save to implement your changes. Click Cancel to return to your Watch Lists table without making changes.

Mac users should use the Command key in place of the Control (Ctrl) key.