Help & How To Scottrade Trading Site Account Management Account History Account Statements
To find your account statements, current and archived, click on the My Account tab and choose Account History from the left navigation. Then, click the Account Statements tab.
Choose a month and year from the menu, and click the View button.
The Account Statement will be displayed in a separate browser window. The use of pop-up blockers may interfere with viewing Account Statements.
Note: Account statements are not generated when there is no account activity, but you will still see quarterly statements after the end of March, June, September and December.
Reading Your Account Statement
Use this guide to help you understand the different sections of your account statement. View Graphic 
A. Information Update View Graphic
Stay informed of updates, such as news about features or tools that are available to you.
B. Account Summary View Graphic
This summarizes your total account value, which consists of all priced securities and account money balances (debit or credit) for the statement period.
C. Activity Summary View Graphic
This section provides a list of cash flows in and out of the account for the statement period. Credits include dividend/interest income and other credits, which include deposits and sale proceeds. Debits include purchases, margin interest paid, and money withdrawn from the account.
D. Security Positions View Graphic
All the securities held in your account are listed here, based on settlement date. They are identified by account type, symbol, quantity, description and estimated market price and value as of the close of the statement period. The approximate current price is obtained from an independent reliable source; however, it is not intended to reflect prevailing market prices.
E. Estimated Annual Income View Graphic
This is calculated with a projected methodology, taking the latest regular cash dividend paid multiplied by payment frequency. The date and rate of the last dividend payment will show in the security's description when available.
F. Estimated Annual Yield View Graphic
This is calculated by taking the estimated annual income per share divided by the estimated market price.
G. Account Activity View Graphic
Information in this section of your statement will be customized to your specific type of account. A cash account is shown here. Other account types include a margin account or a short margin account.
H. Trades Pending Settlement View Graphic
These are transactions which have been executed, but have a settlement date beyond the close of the statement period. This section only appears on your statement if you have unsettled trades.
I. Bank Deposit Activity View Graphic
For qualifying accounts, this section will reflect cash related activity within the Bank Deposit Program.
J. Bank Deposit Program Balances View Graphic
For qualifying accounts, this section will reflect deposits held at program banks.
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| Trading Web Site | 9/26/09 |
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| Trading Web Site | 10/3/09 |
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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 appropriate for all investors. Detailed information about the risks associated with options can be found in the Scottrade Options Application and Agreement, Brokerage Account Agreement, or 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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