Ask The Expert
Dear Kristin,
Is there a place I can go to learn more about ScottradeELITE and how to optimize the available functions? I enjoy reading your educational articles on how to use ScottradeELITE, however I would like to learn more about the specific functions I use the most.
Sincerely,
C.H
Miami, FL
I have trouble finding stocks that meet my investment criteria. By the time I read an article about an interesting stock - it always seems like I already missed the opportunity. How can I find stocks that might interest me?
Tips of the Trade
You will need to fill out the Account Linking form and either mail or fax it to your local branch office.
After your accounts are linked, you only have to log in once to access all your Scottrade accounts.
Scottrade, Taxes & You
Tax time is fast approaching and can be a stressful time of year. However, Scottrade is here to help make filing your taxes as easy as possible. By providing you with tools such as GainsKeeper, Scottrade helps you minimize the impact of taxes on your investments. Keep in mind that Scottrade does not provide tax advice. So if you have any specific tax-related questions, please consult your tax professional.
Finding Your Tax Documents
Scottrade will provide a 1099 or 5498 if your account requires that one is generated. A 1099 will be generated if your account has reportable transactions such as a dividend, interest or sell transaction. Your 1099 will be mailed no later than January 31st.
Form 5498 is generated for retirement accounts to report any contributions made during the previous tax year. 5498s will be mailed no later than May 31st. This form cannot be generated any sooner because prior year contributions to retirement accounts can be made up to the April tax filing deadline.
To access your tax documents, click on the Research button at the top of the ScottradeELITE window. Next, click Scottrade.com Account Access. A new window will pop up. In this window click the My Account tab and then click Account History on the left menu. Next click Tax Statements. From this page you will be able to select the tax statement you would like to view.
Cost Basis
GainsKeeper automatically keeps track of your cost basis information. In addition to calculating your capital gains and losses, GainsKeeper tracks commissions, wash-sales, breakout lots and more.
To access GainsKeeper, click the Research button at the top of your ScottradeELITE window. Next, click Scottrade.com Account Access. A new window will pop up. In this window, click the My Account tab and then click GainsKeeper on the left menu. If you have any questions, please e-mail gainskeeper@scottrade.com.
Import Your Scottrade Account Information Into Quicken or Microsoft Money
To easily import your Scottrade account information into Quicken or Microsoft Money, simply add Scottrade as a brokerage account in your Quicken or Money program. Once you have added your Scottrade account, your positions, balances and account history will automatically import into the Quicken or Money application.
TurboTax
Coming soon! Scottrade will be offering a discount on TurboTax tax preparation products.
If you have any questions regarding how to find the information you need to complete your taxes, please feel free to contact your local Scottrade Branch Office.
Subscribe to In The Know RSS| Advanced Orders | 1/18/11 |
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