Account Management
Managing your account is key to managing your money. In this section, you'll learn about your account features, how to monitor and track securities, your account history and tax statements, deposits and withdrawals, and how to set your account preferences.
Balance Information
View balance information for cash accounts, margin accounts, day trading margin accounts, Bank Deposit Program accounts and uninvested funds.
Monitoring & Tracking
Monitor your account positions, track securities with watch lists & portfolios, and learn how to use tools like alerts.
Account History
Keep track of your account history with your transaction history, trade confirmations, account statements and tax statements.
Deposits
Deposit money to your account via Money Direct, check or wire transfer. Learn more about balance restrictions and stock deposits.
Withdrawals
Learn about withdrawal options such as requesting a check, stock and/or wire transfer.
Account Info & Preferences
Personalize your account by setting your password, choosing your site preferences, updating your contact information, linking your accounts and naming your account.
Scottrade Sweep Program
Scottrade's Sweep Program provides FDIC insurance protection for your uninvested cash of up to $1 million.