KnowHow News
December 2007: In The Know
Also in the December '07 Issue:
Ask The Expert
Optimizing Functions

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

Finding the Right Stocks

Tips of the Trade
Custom Template Window
Create a custom template for a window and have it load every time you open the window. It's easy to do! After you create your custom window, click the Templates button at the top of the window. Next, highlight the template you would like to load every time you open the window and click Set As Default.
Account Linking
Link your accounts together to easily manage all your Scottrade accounts through a single login.
To link your accounts, log into your account and go to the My Account Tab. Next, click on My Information & Preferences on the left side. Finally, click Account Linking and click Request to Link Accounts in the Advanced Help box.

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.

Read More Tips >
Online Security Checklist

With the holiday season in full swing and online shopping more popular then ever, Scottrade would like to take a minute to remind you to take steps to protect your identity.

At Scottrade, we treat your personal information confidentially and maintain physical, electronic and procedural safeguards to protect against unauthorized access to your information. Protecting your identity, however, is ultimately up to you. Whether you're on Scottrade's secure Web site or online looking for that hard-to-find gift on an obscure, little-known site, Scottrade is here to help you become the first line of defense against identity theft.

Below is a list of nine things you can do to help protect yourself.

1. Install security software. Scottrade has partnered with McAfee® to offer you a complimentary one-year subscription to McAfee VirusScan® Plus. This software includes integrated antivirus, firewall and anti-spyware technologies that work together to combat today's sophisticated online attacks. Included in the download is McAfee SiteAdvisor™ that adds an additional layer of protection against phishing and e-mail scams.

In order to take advantage of this offer, you will need to log into your Scottrade account through the Trading Web Site.

  • From the Home Tab, click on the Security Center link on the left-side menu. This will take you to Scottrade's Security Center home page.
  • Next, click on the McAfee tab at the top of the page and click the red Download Now button.
  • You will then be directed to the McAfee Web site where you can sign up for your complimentary one-year subscription.

2. Educate yourself. Take the time to familiarize yourself with threats such as phishing, pharming, spyware and Trojan horses, and learn how to reduce your risks online. A good place to learn about current threats is Scottrade's Security Center.

3. Understand phishing. Phishing is a scam that attempts to collect your personal information through an e-mail or pop-up window that appears to be legitimate. Remember that e-mail is NOT a secure method of transmitting information, and you should be extremely cautious about answering e-mail requests for your personal information. Scottrade will never ask you to disclose your account information or personal information in an unsolicited e-mail.

4. Create a hard-to-guess password. It's important that you don't use a predictable password. Avoid using nicknames, birthdates, anniversary dates or pet names. Also, mix capital and lower case letters and include numbers and punctuation marks in your password. Furthermore, never tell your password to someone and never write down or e-mail your password to anyone. And finally, change your password periodically.

5. Keep your operating system and Web browser updated. You should regularly download security updates and patches for your operating system. Also, keep your Internet browser up-to-date in order to utilize the most current security technologies.

6. Review your financial history regularly. You should review your statements and transaction history for all your financial accounts, including your Scottrade account. At Scottrade, you can request e-mail alerts be sent to you every time there is a trade in your account. Also, you should request a free copy of your credit report annually. You can visit www.annualcreditreport.com, a service created by the major credit bureaus, to order your free credit report each year.

7. Protect your wireless network. You should enable the highest level of encryption available for your router and change your router's default password. For more information on this and other information regarding wireless network security, visit Scottrade's Security Center.

8. Back up your files on a regular basis. You should set up a schedule to back up your important files and data onto CDs, DVDs or an external hard drive.

9. Report suspected fraud. Report the fraud to the company being misrepresented as well as the FTC. Contact numbers and more information are available on Scottrade's Security Center.

Together with Scottrade's rigorous security safeguards and your due diligence, we can create a safe and secure online trading environment. If you have any questions about security and your Scottrade account, please contact your local Scottrade Branch Office.

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Featured
Interactive Learning
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Look for Scottrade Events Near You
 

With more than 400 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.

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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!

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© 2008 Scottrade

Brokerage Products and Services offered by Scottrade, Inc. - Member FINRA and SIPC

Online market and limit stock trades are just $7 for stocks priced $1 and above.

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.

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.

Market volatility, volume, and system availability may impact account access and trade execution.

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.