Setting Account Preferences

The Account Preference page allows you to learn more about upgrading your account for margin or option trading. In addition, the Account Preferences page allows you to update how you receive your Trade Confirmations and Account Statements.

To get to the Account Preferences section, log in to your Scottrade® account, hover over My Account, click My Information & Preferences under the Account Details heading, and then click the Account Preferences tab near the top.

Upgrade an Account to Trade Options

Under Online Trading Settings, click the Upgrade link to the right of the Option trading line. Follow the instructions given on the next page.

Change How You Receive Account Documents

In the Account Documents Delivery Settings section of the page, mark the corresponding circle to indicate how you would like your confirmations sent (U.S. Mail or Electronic Delivery). To save changes, click Save Account Preferences.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in Scottrade's Options Application and Agreement, Brokerage Account Agreement, and Characteristics and Risks of Standardized Options (available at your local Scottrade branch office or from the Options Clearing Corporation at 1-888-OPTIONS or by visiting www.888options.com). All option accounts require prior approval by Scottrade. Market volatility, volume, and system availability may impact account access and trade execution. Supporting documentation for any claims will be supplied upon request.