How to 
Place a Trade

4 ways to get started


 

how-to-trade_overview

How to Place a Trade

Scottrade®
Client Website

Built for long-term investors

5 Ways to Fund

How to Place a Trade

Scottrade®
Mobile App

Built for investors and traders

5 Ways to Fund

How to Place a Trade

Scottrader®
Streaming Quotes

Built for active traders and investors

5 Ways to Fund

How to Place a Trade

ScottradeELITE®

Built for trading enthusiasts

5 Ways to Fund

5 Ways to Fund

Stock Certificate Deposit

by mail or in-person 

5 Ways to Fund


Whether you want to trade at your desk or from your phone, it’s easy to put your money to work.
 

Overview

Learn how to place a trade on any of our trading platforms, and find the right one for your needs.

Choose one of the platforms above to learn more.

If you have any questions, we’re here to help
 


How to place a trade on the Scottrade® client website
 

Log in to your Scottrade account
Step 1

Log in to your
Scottrade® account

  1. Enter your account number and password.
  2. Click Log In.
Select the My Account tab
Step 2

Hover over Trade

  1. Look at the top menu navigation.
  2. Hover over Trade.
Click Deposits in the left menu
Step 3

Choose a security
to trade

  1. In the Trade menu, select the type of security you want to trade.
Select Transfer Funds from an External Bank Account
Step 4

Enter your order

  1. Select your Buy/Sell action.
  2. Enter the number of shares you want to trade.
  3. Enter the symbol you want to trade or find one using the lookup tool.
  4. Select your Order Type.
  5. If applicable, select the Duration.
  6. If applicable, choose your Qualifier.
Click Make a Deposit
Step 5

Place your trade

  1. Click Review Order to verify your information.
  2. Click Place Order to place your trade.
Need additional help?
Step 6

Need additional help?

Click the Knowledge Center tab for educational resources and reference materials.


Place a trade from your iPhone®, iPad® or AndroidTM device
 

Log in to your Scottrade account
Step 1

Log in to your Scottrade account

  1. Enter your account number and password.
  2. Tap the Log In button.
Select the My Account tab
Step 2

Open the Trade screen

  1. Look at the top menu navigation.
  2. Tap the Trade button in the upper-right corner.
Click Deposits in the left menu
Step 3

Enter your order

  1. Enter the company name or symbol you want to trade.
  2. Select your Trading Session.
  3. Tap your Buy/Sell action.
  4. Enter the number of shares you want to trade.
  5. If applicable, select the All or None qualifier.
  6. Select your Order Type. If applicable, enter any related information.
  7. If applicable, select the Duration.
Select Move an Account to Scottrade
Step 4

Place your trade

  1. Tap the Review button to review your order information.
  2. Verify your order and tap Confirm to place your trade.


Place a trade on Scottrader® Streaming Quotes
 

home-page
Step 1

Log in to your
Scottrade® account

  1. Enter your account number and password.
  2. Click Log in.
US Bank wire information
Step 2

Select Home

  1. Look at the top menu navigation.
  2. Click Home.
US Bank wire information
Step 3

Launch Scottrader® Streaming Quotes

  1. Look toward the top of your screen.
  2. Click the Scottrader® Streaming Quotes button.
US Bank wire information
Step 4

Open the
Trade window

  1. Follow any browser prompts to launch Scottrader.
  2. Click the Trade icon in the top menu.
US Bank wire information
Step 5

Enter your order

  1. Select your Buy/Sell action.
  2. Enter the symbol you want to trade.
  3. Enter the number of shares you want to trade.
  4. Select your Order Type.
  5. If applicable, select the Time in Force.
  6. If applicable, select the Trading Session.
  7. If applicable, select the Qualifier.
US Bank wire information
Step 6

Place your trade

  1. Click the Place Order button to verify your information.
  2. In the Confirm Order window, click OK to place your trade.
US Bank wire information
Step 7

Need additional help?

Click the Knowledge Center icon for educational resources and reference materials.


Place a trade on the ScottradeELITE® platform

home-page
Step 1

Log in to your
Scottrade® account

  1. Enter your account number and password.
  2. Click Log in.
home-tab
Step 2

Select Home

  1. Look at the top menu navigation.
  2. Click Home.
scottrade-elite
Step 3

Download
ScottradeELITE

  1. Click on ScottradeELITE to visit its product page.
  2. Follow the prompts to download and install the software.
elite_open-elite
Step 4

Open ScottradeELITE

  1. Go to your desktop.
  2. Click the ScottradeELITE icon to launch the software.
elite_order-entry
Step 5

Open the Order
Entry window

  1. Click the Account tab in the top menu.
  2. Click Place Trade to open the Order Entry window.
elite_enter-order
Step 6

Enter your order

  1. Enter the symbol you want to trade, or find one using the lookup tool.
  2. Select your Buy/Sell action.
  3. Enter the number of shares.
  4. Select your Order Type.
  5. If applicable, select the Duration.
  6. If applicable, select the Session.
elite_place-trade
Step 7

Place your trade

  1. Click the Place Order button to verify your information.
  2. In the Order Review window, click the Place Order button to place your trade.
elite_additional-help
Step 8

Need additional help?

Click the Help tab for educational resources and reference materials.


Typically fee-free deposits of most physical stock certificates into your account

Form image
Step 1

Fill out a Stock Deposit Form

Step 2

Contact us

to determine what additional paperwork is required for your particular account.