Scottrade Client Website

The Scottrade® client website offers investors of all levels a fast, easy way to trade online, track account activity, do research and more. This section of Help & How To will walk you through all of the available activities and processes on the site to help you trade with confidence.

To navigate the Help & How To section, use the menu choices on your left. As you click on your selection, you'll see more specific choices become available. Below, you'll find a quick description of each section to get you started.

Getting Started

Get to know the Scottrade® client website with helpful information about opening an account, transferring an account to Scottrade and logging in and out of your account.

Account Management

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 preferences.

Getting Quotes

Getting quick and detailed quotes is an important part of researching securities. In this section, you'll learn about symbol lookup, detailed quotes, the Quick Trade Bar and quoting FAQs.

Research Basics

Find detailed information about how to use Scottrade® online tools to thoroughly research your investments before you buy.

Stock Trading

This section will help you learn about how to trade, basic and advanced order types and how to check or modify an open order, all for stocks and exchange-traded funds (ETFs).

Option Trading

Learn about option trading hours, how to place orders, how to check or modify orders and what commissions and fees are associated with option trading.

Mutual Fund Trading

We'll show you how to buy and sell mutual funds, including placing and modifying orders, commissions and fees, transfers and some helpful FAQs.

CD & Bond Trading

Learn more about CDs and bonds including trading hours, how to trade the many types of bonds available, commissions and FAQs.

Tax Information

View your statements and records, get tax information for specific account types and import your Scottrade® account information into TurboTax.