2016 Scottrade® Advisor Services RIA Study revealed improving technology is the No. 1 investment priority for RIAs, edging out growth and client service.
Scottrade® Advisor Services teaming with ActiFi to provide practice management tools and helpful hints.
New Scottrade® Financial Behavior Study Reveals Stark Differences in Investing Attitudes and Activity Between Women and Men
Scottrade research reveals stark differences in investing attitudes and activity between women and men.
Scottrade Advisor Services launches redesigned website providing more relevant information in an intuitive, appealing, and mobile-friendly format.
Scottrade is the first brokerage to provide this unique social media intelligence tool.
Scottrade adds New Constructs to its list of research tools providing clients with variety of resources for stock and investment research to make market decisions.
Leading financial services firm announces key growth milestones for Scottrade Investment Management and Scottrade Bank
Scottrade makes trading and investing experience easier with updated design, improved navigation
Scottrade’s new option contract price lower than TD Ameritrade, Schwab, Fidelity and E*Trade1
Investors rank Scottrade with highest scores in Interaction, Account Information and Trading Charges and Fees
Company expanding account access solutions.
RIAs see wide variation in robo-advisors’ role, but could complement business.
Scottrade recognized by StockBrokers.com as Best in Class for Customer Service, Order Execution, Banking and New Investors
Custodian teaming with ActiFi to help businesses grow and succeed through four-part educational web courses.
Scottrade Research Reveals Gen X More Concerned About Retirement, Education and Job Security than Other Generations
New brokerage president bolsters executive team to lead brokerage strategy, brokerage product and brokerage client service.
New advertising campaign highlights Scottrade’s personal service and breadth of client solutions
Additional leadership bolsters banking executive team and will be instrumental in the growth of the Bank.
Additional leadership bolsters executive team to provide focused oversight and further enhance efforts to help overcome barriers to financial success.
The 2015 Scottrade® Advisor Services study revealed advisors are most focused on growing their business, followed by investing in technology.
Bank equipment finance industry veteran becomes senior vice president and COO for one of the 100 largest bank owned equipment finance companies in the country.
A New Day at Scottrade: Leading Investment Services Company Announces New Officers, Unveils Investment Management for Clients
Scottrade Financial Services offers increased offerings for clients seeking investment guidance and advice through Scottrade Investment Management.
Bank division ranks among top 100 U.S. equipment finance and leasing companies after less than two years in operation.
IT security veteran to lead Scottrade's efforts in cybersecurity.
Investment Services company wins TNS Choice Award for the third time in last four years.
Veteran of banking industry, Koch to assume interim role of president and CEO effective immediately.
Scottrade, Inc., with Interactive Brokers, will provide traders access to the technology they need and the service they deserve.
Scottrade recognized by StockBrokers.com as Best in Class for Client Service, Education and Banking.
Mary Koomar honored by YWCA Metro St. Louis for her outstanding achievements in the workplace and community
Scottrade Advisor Services' RIA Study reveals conversations with advisors overcome appeal of robo-advising space; could impact fees.
Mobile forms filling solution the newest addition to help save time for advisors.
Financial services veteran, advisor advocate, joins custodial unit’s management team.
Associates rated Scottrade a top workplace for embracing connection, direction, execution, their work, their manager, pay and benefits
Custodian continually making updates to platform, tool potentially creates more time for value-added client contact.
J.D. Power Ranks Scottrade “Highest in Investor Satisfaction with Self-Directed Services” for Second Consecutive Year
Scottrade receives highest ranking in J.D. Power 2014 U.S. Self-Directed Investor Satisfaction Study.
New advertising campaign, “Our Passion is to Power Yours,” features four national TV spots and advertising in major publications.
Scottrade 2014 American Trader Study shows 97 percent of traders feel optimistic and 70 percent expect to be better off in the next year.
Platform built to help active traders gain an edge on the market.
Scottrade Earns Top Score for Best In-Person Service from Barron’s.
Publication highlights Scottrade for behind the scenes development of the Flexible Reinvestment Program.
The Billings Branch Office will continue to provide investment education to local traders and investors as it has since 2000.
The Cincinnati Branch Office will provide investment education to local traders and investors
The St. Petersburg Branch Office will continue to provide investment education to local traders and investors as it has since 1997.
The Villages Branch Office will provide investment education to local traders and investors
Scottrade is one of only 50 U.S. companies selected as a 2014 Customer Champion by J.D. Power and Associates.
Scottrade wins Compuware Best of the Web Gold Award for website performance.
StockBrokers.com named Scottrade the best in the industry for overall client experience in their annual broker review.
New platform infrastructure based on award-winning tools and technology
The North San Antonio Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.
Plainfield Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.
The nation’s personal finance blogging community voted Scottrade the winner for two consecutive years.
Computerworld recognizes Joan Albeck for aiding in strategic alignment to drive best solutions for success.
New app has native features for Android, iPhone and iPad applications.
Scottrade earns spot on the InformationWeek 500 list of top technology innovators for the seventh consecutive time.
Bank division, which launched in January, begins originating equipment financing for customers.
Scottrade presents free educational conference Sept. 21 in Phoenix to help traders and investors create strategies to overcome barriers to financial success.
The Lakeland Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.
The Renton Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2003.
The Sugar Land Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1999.
Scottrade hosts its third annual Client Education Conference for Chinese-speaking clients Aug. 10 at the San Jose Marriott.
The Bloomington Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1990.
The Woodbridge Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.
Clients will be able to invest in most stocks and exchange traded funds when enrolling in the program.
The Bakersfield Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.
The Kingwood Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.
2013 U.S. Self-Directed Investor Satisfaction Study shows Scottrade at top of the pack.
Scottrade hosts its third annual Client Education Conference for Chinese-speaking clients June 29 at the Hilton Los Angeles – San Gabriel.
Free educational conference designed to help self-directed traders and investors create strategies to create financial success.
Custodian offering Redtail Technology CRM and Imaging for $60 per month.
The Langhorne Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1997.
Scottrade receives the 2013 TNS Choice Award for delivering exceptional customer experiences, ranking top among investment services companies.
The Round Rock Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2007.
Scottrade “defines what a broker-client relationship should be,” according to StockBrokers.com’s annual broker review.
The Scottsdale Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1992.
The Troy Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2005.
The Little Rock Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1995.
The La Mesa Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2010.
Scottrade® Advisor Services teams with CalSurance Associates to provide access to affordable errors and omissions insurance to help manage liability risk.
Scottrade continues its tradition of excellence being named one of the nation’s top 150 workplaces.
FORTUNE recognizes Scottrade’s culture, benefits and commitment to its associates, ranking it No. 53 on the FORTUNE® “100 Best Companies to Work For” list.
Scottrade Bank President Joe Pope hires Fred Van Etten, an industry veteran with more than 25 years’ experience, to lead new Equipment Finance division.
IT Director Mike Scott was recognized as a Computerworld Premier 100 IT Leader for his work in developing Scottrade’s online trading platforms and brokerage systems.
Hotline, provided by Lexington Compliance, staffed with former state regulators to help answer basic compliance questions.
The Newberry Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2007.
More than half of advisors who said the economy has impacted the way they do business in the past year leveraged new technologies to help them become more efficient, according to the 2012 Scottrade® Advisor Services RIA Study.
The Danbury Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2007.
The Maine Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2000.
Younger investors are more engaged with their investments, according to Scottrade’s 2012 American Investor Study. The majority of Gen Y and Gen X, at 69 percent and 77 percent, respectively, check their accounts at least once a week.
The nation’s personal finance blogging community recognized Scottrade as the Best Discount Brokerage, and honored the company with the third annual Plutus Award.
The U.S. presidential election is a top influencer of investing decisions, new research from Scottrade found. With that in mind, 54 percent of investors plan to invest additional money in the next 12 months. This is up from 46 percent last year, and returns to 2007 and 2008 levels.
Scottrade concludes its 2012 nationwide Client Education Conference schedule with a free investing and trading event Oct. 20 in New York City.
New Research Shows Registered Investment Advisors Rank Customer Service as Top Factor When Choosing Custodian
Personalized customer service most important in choosing a custodian, selecting primary custodian, according to 2012 Scottrade® Advisor Services Study.
Investors have long-term confidence in the stock market and a newfound ability to navigate multifaceted market events, according to new Scottrade research. Investors are more engaged and checking their accounts with increasing frequency.
Scottrade earns spot on the 2012 InformationWeek 500 list of top technology innovators; Scottrade® Mobile app featured and continued excellence in IT initiatives.
Following up on the January findings from its 2012 American Retirement Study, Scottrade surveyed Americans six months into the year to gauge their sentiment, plans and outlook on retirement.
Scottrade’s User Experience team evaluates the company’s online tools and resources to ensure they are easy to use and accommodate different types of traders and investors.
The Vermont Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2002.
Online investing company hires accounting veteran as controller.
Scottrade continues its national Client Education Conferences for self-directed investors and traders with a free event Aug. 18 in Tampa, Fla.
Financial services veterans Matt Wilson and Drew Dennison join Scottrade’s leadership team as head of brokerage and chief financial officer, respectively.
The Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2007.
Scottrade concludes its national Client Education Conference events for Chinese-speaking investors and traders Aug. 4 in Los Angeles.
Scottrade continues its national Client Education Conference events deep in the heart of Texas, poised to help self-directed investors and traders learn new strategies.
Scottrade continues its national Client Education Conference events for Chinese-speaking clients July 21 in Houston.
The Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2007.
Scottrade continues its tradition of excellence by being named one of the St. Louis Post Dispatch’s Top Workplaces.
Recognized as the 31st Best Place to Work in IT by Computerworld magazine, Scottrade looks to hire additional associates to support its growth.
The Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2009.
Scottrade ranks third in overall satisfaction and scores highest in two factors in J.D. Power and Associates study; scores highest in Trading Charges and Fees, In-person Interaction
J.D. Power and Associates 2012 U.S. Self-Directed Investor Satisfaction StudySM shows Scottrade continues to outpace the national average.
Scottrade begins its national Client Education Conference events in sunny Orange County, poised to help self-directed investors and traders learn new strategies.
Scottrade hosts its second annual Client Education Conference for Chinese-speaking clients June 16 in New York City.
Investing services company continues to climb annual online broker survey, moving up to second place in 2012.
Free conference series helps Chinese-speaking clients discover a better way to trade and invest.
Free educational conferences held throughout the country provide self-directed investors and traders opportunities to learn new strategies.
CIO Magazine names Scottrade to its list of 100 innovative companies for its Scottrade® Mobile App and continued excellence in IT initiatives.
Financial marketing veteran Elaine Conway joins Scottrade’s marketing team to lead efforts for Scottrade® Advisor Services and FocusShares, LLC.
Scottrade receives the 2012 TNS Choice Award for delivering exceptional customer experiences, ranks top among investment services companies.
Scottrade was named best online brokerage brand by Heardable, Inc. in securing the highest brand health score.
Jan Richert, Scottrade’s director of IT Bank, receives national award for leading associates to ensure a seamless customer experience for Scottrade’s new online bank.
Scottrade received the Business Innovation Award at the 2012 Gateway to Innovation conference for its IT initiative in developing the Scottrade® Mobile App.
New enterprise agreement, the first for MoneyGuidePro™, allows Scottrade® Advisor Services to offer advisors number one financial planning software at half price.
Scottrade Branch Office relocates to Three Points at Palm Bluffs in Fresno the Pads at Harmony in Orange, Calif., for client convenience. The office, which opened in 2003, will continue to be led by Lalo Barocio.
Scottrade® Advisor Services grows as it partners with new advisory firms to help their business flourish.
Scottrade stood out in 2012 Satmetrix Net Promoter® Benchmark Study for its combination of low cost, ease of use and responsive customer service.
Scottrade ranks best in class in three categories, earning an overall five-star rating, in addition to receiving the title of Best Overall Client Experience.
Well beyond the traditional college years and into their careers, Gen Xers are in prime income-earning years. Scottrade’s sixth annual American Retirement Study found 85 percent are planning to save a portion of this year’s earnings for retirement.
Darren Duryea and his team of stock brokers relocate to new office in Ocala, Fla. to better serve growing client base and offer more in-branch educational seminars.
J.D. Power and Associates recognizes Scottrade as a 2012 Customer Service Champion – one of only 50 companies selected in the country.
Increasingly concerned with outliving their savings, Americans are diversifying their portfolios to generate income during retirement, according to Scottrade’s sixth annual American Retirement Study.
Attorney Scott Golde recently joined the Scottrade legal team to provide advice to Scottrade Advisor Services and FocusShares, LLC.
Online investors and traders rated Scottrade as a top performer for “Best in Customer Loyalty” for the eighth consecutive year, according to the 2012 Brand Keys Customer Loyalty Engagement Index.
Scottrade’s sixth annual American Retirement Study uncovered a growing trend of clipping coupons, spending less and comparison shopping.
Training Magazine recognizes Scottrade, Inc. for its efforts in training and developing associates.
Scottrade Branch Office relocates to the Pads at Harmony in Orange, Calif., for client convenience. The office, which opened in 2006, will continue to be led by Richard Ikeh.
FORTUNE recognizes Scottrade’s business model, ideology of doing the right thing for both clients and associates, ranking it No. 31 on the FORTUNE “100 Best Companies to Work For” list.
Huntsville, Ala. Branch Office relocates to The Shoppes at Valley Bend for client convenience. The office, which opened in 2005, will continue to be led by Branch Manager Cynthia Crossen.
Talking About My Generation: Scottrade’s Annual American Investor Survey Reveals New Layer for ‘Sandwich Generation’
New research exposes growing financial demands Baby Boomers experience with aging parents, adult children and now grandchildren.
Conroe, Texas Branch Office, which opened in 2001, relocates to Portofino Plaza for client convenience, continues to be led by branch manager Scott Stanley.
Fairview Heights, Ill., Branch Office, which opened in 2000, relocates to Belleville for client convenience, continues to be led by branch manager Eileen Kanoski.
The Street’s Jim Cramer will deliver the keynote address at Scottrade’s Nov. 12 Orlando User Summit for self-directed investors.
Scottrade’s new advertising campaign, “I’m with Scottrade,” gives online investing firm the opportunity to discuss breadth of tools, products and resources it offers.
The number of investors self-directing their portfolios continued an up-and-right growth trend in 2011, according to findings from a new survey commissioned by Scottrade.
Scottrade’s Chicago User Summit offers customizable education tracks for buy-and-hold investors, active traders and options traders.
The Santa Clara, Calif., User Summit caters to Chinese-speaking clients; educating investors and traders on different investment strategies and the features of Scottrade’s online trading tools.
The InformationWeek 500 ranking acknowledges Scottrade’s commitment to developing new technology to enhance customer service and allow for future growth.
Branch office relocates to the Fresh Market Commons in Latham, N.Y., and now offers large conference rooms for seminars.
Branch office relocates near West Towne Mall in Madison, Wis., led by branch manager, Gary Andersen, who brings 24 years of industry experience.
Scottrade online trading tool executes all trades for the Action Alerts PLUS charitable-trust equity portfolio, where professional money managers Jim Cramer and Stephanie Link alert subscribers to the trades they’re going to make – buy or sell – before execution.
The Los Angeles User Summit caters to Chinese-speaking clients; educating investors and traders on different investment strategies and the features of Scottrade’s online trading tools.
For 31 years Scottrade has been a trusted resource for do-it-yourself investors. Chad Osborne manages a team responsible for ensuring the continuation of that legacy.
With more than 15 years’ experience, Jim Tomcik oversees a 67-person team that guarantees Scottrade’s self-directed investors receive reliable applications.
Branch office relocates to Sawyer Heights Shopping Center in Houston to offer better accessibility for self-directed investors.
Scottrade’s user summit in New York City on Aug. 6 at the Sheraton New York Hotel and Towers is an afternoon session tailored for the experienced do-it-yourself investor.
Jeremiah Clark and Patrick Glynn grow their careers from interns to leading a team of 15 managers who oversee the largest branch network among online brokerage firms.
Scottrade’s investing resources engage, empower and connect Chinese-speaking customers.
Scottrade is hosting a user summit in San Diego on July 30 at the Hyatt Regency La Jolla, 3777 La Jolla Village Dr., offering expert commentary and insights to help self-directed investors.
During free conferences, industry professionals will touch on investment strategies and educate investors on Scottrade’s online trading tools and resources to make better-informed decisions.
For a fourth consecutive year, Computerworld ranks the online investing firm for its IT work environment, where more than 125 IT positions are open.
Scottrade is hosting its first Chinese user summit in New York City June 25 at the Sheraton LaGuardia East Hotel to help bilingual investors and traders learn how to effectively use the functions and features of Scottrade’s online trading tools.
Chief Marketing Officer Kim Wells is recognized by the St. Louis Business Journal for her achievements in the community.
Online investing firm moves office to a more convenient location, where customers can attend branch seminars to learn how to navigate trading tools.
With 16 years of business and legal experience, Kovaly Willis recently joined the online investing firm as associate general counsel.
Port Richey branch office moves to Trinity, Fla., where Scottrade associates will offer investment education through its free branch seminars.
New director of branding and marketing communications will create awareness of the firm’s online trading and stock market research tools that empower the self-directed investor.
More women have started to save for retirement than men and are more likely to feel that they are saving enough for retirement, as 69 percent rated their confidence level in planning for retirement as good or very good.
Self-directed investors in the North Tampa-St. Petersburg area looking for online trading support and investment education can now call or visit the firm’s new Spring Hill, Fla., branch office.
Scottrade Founder and CEO Rodger Riney rings today’s Opening Bell® of the New York Stock Exchange, signaling confidence in both the ETF industry and FocusTM Morningstar ETFs.
Branch office relocates in Harrisburg, Pa., to be more convenient for local investors.
Since the real-time trading tool, Scottrader® Streaming Quotes, was unveiled in November, customers have benefited from a variety of educational resources to learn how it can help them invest on their own.
Now closer to customers, the local Islandia branch office moves to Sayville, N.Y.
Among the lowest-cost ETFs available today, FocusTM Morningstar ETFs are commission-free to Scottrade brokerage customers and registered investment advisors using Scottrade® Advisor Services as their custodian.
Scottrade’s Baton Rouge, La., location relocates to the Market Center at CitiPlace in the city’s business district.
When saving for retirement, Generation Y is not taking a cue from their Boomer parents. Scottrade’s latest American Retirement Survey shows 60 percent of Gen Yers saved nothing toward retirement last year and 40 percent plan to save nothing in 2011.
IT Director Anne Coleman was recognized as a Computerworld Premier 100 IT Leader for enhancing customers’ online trading experiences and growing her team from 23 associates to more than 160 associates in just five years.
For the seventh consecutive time, Scottrade ranks as a top online brokerage firm according to the Brand Keys Customer Loyalty Engagement Index, which asks customers how they perceive brands and compare offerings.
Scottrade expands in North New Jersey with the addition of a new location at 237 Franklin Ave. in downtown Nutley, N.J.
The Walk of Coral Springs is home to the newly relocated Scottrade Coral Springs, Fla., branch office, opening March 14.
For a fourth time, Scottrade’s training and development program has been ranked among the Top 125 according to Training magazine.
Scottrade expands the firm’s footprint in Manhattan with the opening of the firm’s Upper East Side branch office Jan. 31. The firm now has more than 20 locations in the New York City area.
Local Scottrade branch office moves to Metairie, La., from Downtown New Orleans to better serve local self-directed investors.
After 22 years in Southfield, Mich., Scottrade moves its branch office to Farmington Hills, Mich. The new location opens Jan. 31 in the Hunter’s Square shopping center.
Ranked 12th on FORTUNE’s “100 Best Companies to Work For” List, Scottrade was recognized for job growth and never having a layoff or closing any of its 500 branch offices.
Scottrade opens the 11th local Washington, D.C., area branch office in Silver Spring, Md. Self-directed investors have an additional resource for investment education opportunities and support for the firm’s online investment tools.
Scottrader® Streaming Quotes is the star of the firm’s latest integrated advertising campaign launching today. The new ads, featuring a revved-up hot rod engine and a chameleon, showcase the power and speed of the real-time trading tool.
To help do-it-yourself investors with a new year’s resolution to take control of their finances, Scottrade is hosting a variety of free investment education seminars at eight Phoenix-area branch offices Jan. 24-29.
Anyone looking to learn about Scottrade and its 30-year history can visit the online brokerage’s new media site, about.scottrade.com. The site features photos, videos, an associate-written blog, media resources and other company information.
Now more accessible from one of the city's main streets, the relocated branch office will offer the same one-on-one customer support to local self-directed investors and host additional branch seminars.
Self-directed investors living in San Mateo County can find additional one-on-one support at Scottrade’s newest branch office opening in San Bruno, Calif., Jan.10. Existing offices are located in San Mateo and Daly City.
Celebrating its 10th year in the local community, Scottrade’s Maplewood, Minn., Branch Office is moving to the Chesapeake Center to become more convenient for customers.
To continue helping local self-directed investors make better-informed decisions, Scottrade's Garden City Branch office is moving to the Franklin Avenue Shopping Center.
The free smartphone app offers more real-time research, news and analyst views than any other direct-competitor apps on the market.
Scottrade Ranks Second in Overall Satisfaction in J.D. Power Self-Directed Investor Satisfaction Study
J.D. Power and Associates’ 2011 U.S. Self-Directed Investor Satisfaction StudySM scored Scottrade highest in the categories of trading charges and fees and branch customer service.