Knowledge Center

Getting Started

Quick Reference

What You'll Need to Begin:

To get started, call your local branch office to obtain your PIN number. Have your established Scottrade account number on hand. Then complete the following steps:

1. Dial 800-906-SCOT or 800-906-7268.

2. Enter your 8-digit account number.

3. Enter your 4-digit PIN.

Main Menu:

1. Quotes

2. Trading

3. Balances

4. Positions

5. Open Order Status

6. Today's Executions

7. System Preferences

8. Access Different Account

Hot Keys:

To jump to another section quickly, just enter:

* 1 - Quotes
* 2 - Balances (* B)
* 3 - Executions (* E)
* 4 - Help on Current Section (* H)
* 5 - Main Menu
* 6 - Open Order Status (* O)
* 7 - Positions (* P)
* 8 - Trading (* T)
* 9 - To Exit the System (* X)
* * - To Go Back One Item

Helpful Hints

  • Press ** (Star Star) to back up one step; *# (Star Pound) to repeat a step.
  • It takes two numbers for each letter in a quote symbol. For example to get a quote for stock XYZ, select "9" on the phone keypad for the letter "X" and "2" to identify "X" as the second letter on that key. The full XYZ quote would be entered as 92 93 99 #.
  • Funds must be in the account before placing trades through the touchtone system, even if you have a Traditional account with Scottrade.

Featured
Interactive Learning
Live Events
Upcoming User Summits
Chicago: Timely strategy and commentary from industry experts 10/8/11
Look for Scottrade Events Near You
 

With more than 500 branch offices nationwide, Scottrade offers live events in neighborhoods all over the country. Visit your local Scottrade office for a cozy small-group Branch Seminar, or get together with Scottrade customers from your area at our popular User Summits.

Browse All Live Events  >
Live Webinars

Stream live, interactive presentations right to your computer! Check back every week for new Live Webinars on a variety of topics including:

  • Market analysis
  • Basic & advanced orders
  • Research tools
Browse All Live Webinars >

Education meets interaction in the Scottrade Community. Join Scottrade customers from all over the country as you exchange information, ideas and trading strategies in a comfortable online learning environment.

Interact with Scottrade customers and product specialists. Share your thoughts and learn from others. Grow as an investor. Join our community today!

Learn More About the Community >