News Releases

Scottrade® Advisor Services Study: RIAs set investment focus on rapidly-changing technology

2016 Scottrade® Advisor Services RIA Study revealed improving technology is the No. 1 investment priority for RIAs, edging out growth and client service.

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Scottrade® Advisor Services offering access to free practice management webinar series

Scottrade® Advisor Services teaming with ActiFi to provide practice management tools and helpful hints.

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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.

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Scottrade Advisor Services Relaunches Website with Sleek, Modern Appearance

Scottrade Advisor Services launches redesigned website providing more relevant information in an intuitive, appealing, and mobile-friendly format.

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Scottrade Launches Contix Alerts

Scottrade is the first brokerage to provide this unique social media intelligence tool.

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Scottrade Ramps Up Investment Research Offerings

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. 

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Scottrade Financial Services Reaches Key Growth Milestones

Leading financial services firm announces key growth milestones for Scottrade Investment Management and Scottrade Bank

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Scottrade Reveals Improved Navigation and Sleek Visual Appearance on Updated Client Website

Scottrade makes trading and investing experience easier with updated design, improved navigation 

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Options Trading at Scottrade Just Got Better with New $0.70 Option Contract Fees

Scottrade’s new option contract price lower than TD Ameritrade, Schwab, Fidelity and E*Trade1

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Scottrade Awarded “Highest in Investor Satisfaction with Self-Directed Services” by J.D. Power

Investors rank Scottrade with highest scores in Interaction, Account Information and Trading Charges and Fees

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Scottrade Financial Services Offers Mobile Check Deposit for Easy Account Access

Company expanding account access solutions.

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Scottrade® Advisor Services Study: Robo-advisors will become commonplace in the next two years

RIAs see wide variation in robo-advisors’ role, but could complement business.

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Scottrade Earns Best Overall Client Experience for Fifth Consecutive Year from StockBrokers.com

Scottrade recognized by StockBrokers.com as Best in Class for Customer Service, Order Execution, Banking and New Investors

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Scottrade® Advisor Services offering access to free practice management webinar series

Custodian teaming with ActiFi to help businesses grow and succeed through four-part educational web courses.

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Gen X – “The Worried Generation”

Scottrade Research Reveals Gen X More Concerned About Retirement, Education and Job Security than Other Generations

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Scottrade Announces Peter deSilva as Brokerage President

New brokerage president bolsters executive team to lead brokerage strategy, brokerage product and brokerage client service.

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Scottrade Introduces New “Moments” Ad Campaign

New advertising campaign highlights Scottrade’s personal service and breadth of client solutions  

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Scottrade Bank Adds Leadership, Fills Sales Positions for Equipment Finance Division

Additional leadership bolsters banking executive team and will be instrumental in the growth of the Bank.

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Leadership Expansion at Scottrade Financial Services, Inc.

Additional leadership bolsters executive team to provide focused oversight and further enhance efforts to help overcome barriers to financial success.

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Advisors intent on investing in growth

The 2015 Scottrade® Advisor Services study revealed advisors are most focused on growing their business, followed by investing in technology. 

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Saegusa appointed as Chief Operations Officer of Scottrade Bank Equipment Finance

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.

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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.

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Scottrade CEO Makes Health Announcement

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Scottrade Bank Equipment Finance Ranked 83 on 2015 Monitor 100

Bank division ranks among top 100 U.S. equipment finance and leasing companies after less than two years in operation.

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Scottrade Hires Jensen as Chief Information Security Officer

IT security veteran to lead Scottrade's efforts in cybersecurity.

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Scottrade Again Recognized for Investment Services

Investment Services company wins TNS Choice Award for the third time in last four years.

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Scottrade Bank Names John Koch Interim President and CEO

Veteran of banking industry, Koch to assume interim role of president and CEO effective immediately.

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Scottrade Introduces New Active Trading Offering for Complex Options Traders

Scottrade, Inc., with Interactive Brokers, will provide traders access to the technology they need and the service they deserve.

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Scottrade Earns Best Overall Client Experience for Fourth Consecutive Year from StockBrokers.com

Scottrade recognized by StockBrokers.com as Best in Class for Client Service, Education and Banking.

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Scottrade Senior VP Named YWCA Leader of Distinction

Mary Koomar honored by YWCA Metro St. Louis for her outstanding achievements in the workplace and community

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Robo-advising expected to transform wealth management industry, advisors say

Scottrade Advisor Services' RIA Study reveals conversations with advisors overcome appeal of robo-advising space; could impact fees.

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Scottrade® Advisor Services Adds Laser App Anywhere to Platform

Mobile forms filling solution the newest addition to help save time for advisors. 

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Scottrade® Advisor Services Hires Stimpfl to SVP Post

Financial services veteran, advisor advocate, joins custodial unit’s management team.

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Scottrade Named a 2014 Top Workplace for Second Time

Associates rated Scottrade a top workplace for embracing connection, direction, execution, their work, their manager, pay and benefits

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Scottrade® Advisor Services Offering Modeling and Rebalancing on New Platform

Custodian continually making updates to platform, tool potentially creates more time for value-added client contact.

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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.

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Scottrade’s New Advertising Campaign to Show “Our Passion is to Power Yours”

New advertising campaign, “Our Passion is to Power Yours,” features four national TV spots and advertising in major publications.

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Scottrade Research Findings

New Research Finds Unrelenting Optimism among American Traders

Scottrade 2014 American Trader Study shows 97 percent of traders feel optimistic and 70 percent expect to be better off in the next year. 

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New ScottradeELITE

New ScottradeELITE® Enhances Active Trading Experience

Platform built to help active traders gain an edge on the market.

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Scottrade Earns Top Score from Barron’s for Best In-Person Service

Scottrade Earns Top Score for Best In-Person Service from Barron’s.

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Scottrade, Inc. Ranks Number 83 on 2014 InformationWeek Elite 100

Publication highlights Scottrade for behind the scenes development of the Flexible Reinvestment Program.

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Scottrade Relocates Billings Branch Office

The Billings Branch Office will continue to provide investment education to local traders and investors as it has since 2000.

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Scottrade Relocates Branch Office to Cincinnati

The Cincinnati Branch Office will provide investment education to local traders and investors

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Scottrade Relocates St. Petersburg Branch Office

The St. Petersburg Branch Office will continue to provide investment education to local traders and investors as it has since 1997.

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Scottrade Opens New Branch Office in The Villages, Florida

The Villages Branch Office will provide investment education to local traders and investors

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Scottrade Honored as a J.D. Power 2014 Customer Champion

Scottrade is one of only 50 U.S. companies selected as a 2014 Customer Champion by J.D. Power and Associates.

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Scottrade wins Compuware Best of the Web Gold Award for website performance.

Scottrade Wins Best of the Web Gold Award

Scottrade wins Compuware Best of the Web Gold Award for website performance.

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StockBrokers.com named Scottrade the best in the industry for overall client experience in their annual broker review.

Scottrade: No. 1 in Overall Client Experience for Third Consecutive Year

StockBrokers.com named Scottrade the best in the industry for overall client experience in their annual broker review.

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Scottrade® Advisor Services Launches New Technology to Power RIAs

New platform infrastructure based on award-winning tools and technology

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Scottrade Relocates San Antonio Branch Office

The North San Antonio Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.

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Scottrade Relocates Plainfield Branch Office

Plainfield Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.

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2013 Plutus Award

U.S. Bloggers Rank Scottrade Top Award Winner

The nation’s personal finance blogging community voted Scottrade the winner for two consecutive years.

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Scottrade CTO Named to Computerworld Premier 100 IT Leaders

Scottrade CTO Named to Computerworld Premier 100 IT Leaders

Computerworld recognizes Joan Albeck for aiding in strategic alignment to drive best solutions for success. 

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Scottrade Delivers New Mobile Trading Experience with Intuitive, Engaging Apps

New app has native features for Android, iPhone and iPad applications.

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Scottrade Recognized as One of the Most Innovative Companies in the U.S.

Scottrade Recognized as One of the Most Innovative Companies in the U.S.

Scottrade earns spot on the InformationWeek 500 list of top technology innovators for the seventh consecutive time.

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Scottrade Bank Equipment Finance Begins Lease and Loan Origination, Hires Industry Veterans

Scottrade Bank Equipment Finance Begins Lease and Loan Origination, Hires Industry Veterans

Bank division, which launched in January, begins originating equipment financing for customers.

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Scottrade Brings Free Investment Education Conference to Phoenix

Scottrade Brings Free Investment Education Conference to Phoenix

Scottrade presents free educational conference Sept. 21 in Phoenix to help traders and investors create strategies to overcome barriers to financial success.

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Scottrade Relocates Lakeland Branch Office

The Lakeland Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.

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Scottrade Relocates Renton Branch Office

The Renton Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2003.

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Scottrade Relocates Sugar Land Branch Office

The Sugar Land Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1999.

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Scottrade Brings Together Chinese-speaking Investors and Traders in San Jose

Scottrade Brings Together Chinese-speaking Investors and Traders in San Jose

Scottrade hosts its third annual Client Education Conference for Chinese-speaking clients Aug. 10 at the San Jose Marriott.

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Scottrade Relocates Bloomington Branch Office

The Bloomington Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1990.

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Scottrade Relocates Woodbridge Branch Office

The Woodbridge Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.

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Scottrade Offers One-of-a-Kind Flexible Reinvestment Program™

Clients will be able to invest in most stocks and exchange traded funds when enrolling in the program.

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Scottrade Relocates Bakersfield Branch Office to the Financial District

The Bakersfield Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.

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Scottrade Relocates Kingwood Branch Office to More Prominent Location

The Kingwood Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2008.

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Scottrade ranks highest in J.D. Power’s 2013 U.S. Self-Directed Investor Satisfaction StudySM

Scottrade ranks highest in J.D. Power’s 2013 U.S. Self-Directed Investor Satisfaction Study

2013 U.S. Self-Directed Investor Satisfaction Study shows Scottrade at top of the pack.

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Scottrade Connects Chinese-speaking Investors and Traders in Los Angeles

Scottrade Connects Chinese-speaking Investors and Traders in Los Angeles

Scottrade hosts its third annual Client Education Conference for Chinese-speaking clients June 29 at the Hilton Los Angeles – San Gabriel.

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Scottrade Begins 2013 Client Education Conference Schedule in Dallas

Scottrade Begins 2013 Client Education Conference Schedule in Dallas

Free educational conference designed to help self-directed traders and investors create strategies to create financial success.

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Scottrade® Advisor Services Offers Highly-Rated CRM and Imaging to Advisors

Scottrade® Advisor Services Offers Highly-Rated CRM and Imaging to Advisors

Custodian offering Redtail Technology CRM and Imaging for $60 per month.

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Scottrade Relocates Langhorne Branch Office to the Shoppes at Flowers Mill

The Langhorne Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1997.

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Scottrade Wins TNS Choice Award for Providing a Seamless Client Experience

Scottrade Wins TNS Choice Award for Providing a Seamless Client Experience

Scottrade receives the 2013 TNS Choice Award for delivering exceptional customer experiences, ranking top among investment services companies.

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Scottrade Relocates Round Rock Branch Office

The Round Rock Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2007.

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Scottrade Wins ‘Best Overall Client Experience’

Scottrade Wins ‘Best Overall Client Experience’

Scottrade “defines what a broker-client relationship should be,” according to StockBrokers.com’s annual broker review.

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Scottrade Relocates Scottsdale Branch Office to Seville Retail Center

The Scottsdale Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1992.

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Scottrade Relocates Birmingham Branch Office to Kilmer Plaza

The Troy Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2005.

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Scottrade’s Little Rock Branch Office Relocating to More Convenient Location

The Little Rock Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 1995.

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Scottrade’s La Mesa Branch Office Relocates to Jackson Square

The La Mesa Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2010.

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Scottrade® Advisor Services Offers Errors and Omissions Insurance to Advisors

Scottrade® Advisor Services teams with CalSurance Associates to provide access to affordable errors and omissions insurance to help manage liability risk.

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Scottrade Named a 2013 National Top Workplace

Scottrade Named a 2013 National Top Workplace

Scottrade continues its tradition of excellence being named one of the nation’s top 150 workplaces.

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Scottrade Named to the FORTUNE® “100 Best Companies to Work For” List for Sixth Consecutive Year

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.

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Scottrade Bank and Scottrade Equipment Finance President

Scottrade Bank Launches Equipment Finance Division

Scottrade Bank President Joe Pope hires Fred Van Etten, an industry veteran with more than 25 years’ experience, to lead new Equipment Finance division.

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Scottrade IT Director Mike Scott

Scottrade Director Mike Scott Named Premier 100 IT Leader

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.

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Scottrade Advisor Services Compliance Hotline

Scottrade® Advisor Services Partnering to Offer Free Compliance Hotline to RIAs

Hotline, provided by Lexington Compliance, staffed with former state regulators to help answer basic compliance questions.

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Scottrade’s Newberry Branch Office Relocates to Better Serve Traders and Investors

The Newberry Branch Office will continue to provide investment education to local self-directed traders and investors as it has since 2007.

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Scottrade Advisor Services RIA Study

New Scottrade® Advisor Services Research Shows RIAs’ Challenges and Dependence on Technology

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.

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Scottrade Relocates Danbury Branch Office to Brookfield Square

The Danbury Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2007.

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Scottrade Relocates Maine Branch Office to More Convenient Location

The Maine Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2000.

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Scottrade American Investor Study

Scottrade Research: Gen Y, Gen X Translate Portfolio Gains into Higher Expectations

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.

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Scottrade Named Best Discount Brokerage

Scottrade Recognized as Best Discount Brokerage

The nation’s personal finance blogging community recognized Scottrade as the Best Discount Brokerage, and honored the company with the third annual Plutus Award.

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Scottrade American Investor Study

Scottrade Research: 2012 Investor Attitudes Parallel Those from 2008 Election Year

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.

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Scottrade Client Education Conferences

Scottrade Brings New York City Investors and Traders Together for Education Conference

Scottrade concludes its 2012 nationwide Client Education Conference schedule with a free investing and trading event Oct. 20 in New York City.

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Scottrade Advisor Services

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.

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Scottrade American Investor Study

New Scottrade Research: Investors Adapt to Complex Global Economy

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.

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Scottrade's chief information officer

Scottrade’s Continued Excellence in IT Secures Spot on 2012 InformationWeek 500

Scottrade earns spot on the 2012 InformationWeek 500 list of top technology innovators; Scottrade® Mobile app featured and continued excellence in IT initiatives.

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Scottrade American Retirement Study

Scottrade Research Finds Americans Struggle to Save for Retirement

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.

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Scottrader® Streaming Quotes

Scottrade Embraces Client Feedback in Developing Intuitive Online Trading Tools

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.

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Scottrade Relocates Burlington, Vt. Branch Office to Gateway Shopping Center

The Vermont Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2002.

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Tim Probst Joins Scottrade

Probst Named Controller of Scottrade, Inc.

Online investing company hires accounting veteran as controller.

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Scottrade Brings Free Education Conference to Tampa Investors and Traders

Scottrade continues its national Client Education Conferences for self-directed investors and traders with a free event Aug. 18 in Tampa, Fla.

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Scottrade's Head of Brokerage, Matt Wilson, and Chief Financial Officer, Drew Dennison

Wilson and Dennison Join Scottrade’s Leadership Team

Financial services veterans Matt Wilson and Drew Dennison join Scottrade’s leadership team as head of brokerage and chief financial officer, respectively.

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Scottrade Relocates Pikesville, Md. Branch Office to the Commerce Center

The Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2007.

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Los Angeles Marks Final Stop for Scottrade’s Chinese Client Education Conferences

Scottrade concludes its national Client Education Conference events for Chinese-speaking investors and traders Aug. 4 in Los Angeles.

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Scottrade Connects Investors and Traders at Client Education Conference in Houston

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.

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Chinese-speaking Investors to Meet at Houston Client Education Conference

Scottrade continues its national Client Education Conference events for Chinese-speaking clients July 21 in Houston.

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Scottrade’s Bellingham Branch Office Relocating to Sehome Village

The Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2007.

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St. Louis Post Dispatch Top Workplaces 2012

Scottrade’s Workplace Environment and Benefits Secure Spot on Top Company List

Scottrade continues its tradition of excellence by being named one of the St. Louis Post Dispatch’s Top Workplaces.

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Computerworld Best Places to Work in IT 2012

Scottrade’s IT Environment Continues to Grow, Recognized as Best Place to Work

Recognized as the 31st Best Place to Work in IT by Computerworld magazine, Scottrade looks to hire additional associates to support its growth.

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Scottrade’s Roanoke, Va. Branch Office Relocates to the Shoppes at West Village

The Branch Office will continue to provide investment education to local self-directed investors and traders as it has since 2009.

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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.

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Scottrade Kicks Off National Client Education Conferences in Los Angeles

Scottrade begins its national Client Education Conference events in sunny Orange County, poised to help self-directed investors and traders learn new strategies.

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Scottrade Connects Chinese-speaking Investors in New York at Client Education Conference

Scottrade hosts its second annual Client Education Conference for Chinese-speaking clients June 16 in New York City.

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SmartMoney Gives Scottrade’s Commissions and Fees and Banking Services Five out of Five Stars

Investing services company continues to climb annual online broker survey, moving up to second place in 2012.

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Scottrade Announces Chinese Client Education Conference Schedule

Free conference series helps Chinese-speaking clients discover a better way to trade and invest.

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Scottrade Announces National Client Education Conference Schedule

Free educational conferences held throughout the country provide self-directed investors and traders opportunities to learn new strategies.

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Scottrade Recognized as one of the World’s Most Innovative IT Companies

CIO Magazine names Scottrade to its list of 100 innovative companies for its Scottrade® Mobile App and continued excellence in IT initiatives.

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Elaine Conway

Conway Joins Scottrade’s Marketing Team

Financial marketing veteran Elaine Conway joins Scottrade’s marketing team to lead efforts for Scottrade® Advisor Services and FocusShares, LLC.

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Scottrade Wins TNS Choice Award, Named Best Investment Services Company

Scottrade receives the 2012 TNS Choice Award for delivering exceptional customer experiences, ranks top among investment services companies.

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Scottrade Earns Top Spot as Best Online Brand

Scottrade was named best online brokerage brand by Heardable, Inc. in securing the highest brand health score.

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2012 FORTUNE magazine Best Companies to Work For cover

Scottrade’s Jan Richert Recognized as Standout IT Leader, Honored with CIO Ones to Watch Award

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.

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2012 FORTUNE magazine Best Companies to Work For cover

Scottrade Named Top Innovator for Mobile Trading App

Scottrade received the Business Innovation Award at the 2012 Gateway to Innovation conference for its IT initiative in developing the Scottrade® Mobile App.

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Scottrade® Advisor Services Now Offering MoneyGuidePro™ at Half Price

New enterprise agreement, the first for MoneyGuidePro™, allows Scottrade® Advisor Services to offer advisors number one financial planning software at half price.

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Scottrade’s Fresno Branch Office Relocates to Three Points at Palm Bluffs

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.

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Scottrade® Advisor Services Hits 1,000 RIA Milestone

Scottrade® Advisor Services grows as it partners with new advisory firms to help their business flourish.

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Scottrade Earns Top Spot in Customer Loyalty

Scottrade stood out in 2012 Satmetrix Net Promoter® Benchmark Study for its combination of low cost, ease of use and responsive customer service.

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StockBrokers.com Rates Scottrade with Best Overall Client Experience

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.

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Piggy Bank Savings

Scottrade Research Findings: Gen X Motivated to Save, Takes Action to Plan Retirement

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.

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Scottrade’s Ocala, Fla. Branch Office Relocates to Heathbrook Commons

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.

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Scottrade Recognized as a J.D. Power and Associates 2012 Customer Service Champion

J.D. Power and Associates recognizes Scottrade as a 2012 Customer Service Champion – one of only 50 companies selected in the country.

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Stacked Coins

Scottrade Research Uncovers Trend: Income During Retirement A Growing Necessity

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.

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Scott Golde

Scott Golde Joins Scottrade’s Legal Team

Attorney Scott Golde recently joined the Scottrade legal team to provide advice to Scottrade Advisor Services and FocusShares, LLC.

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Scottrade Places Highest in Customer Loyalty among Online Brokerages

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.

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Woman comparison shopping

New Research on Retirement Saving: Financial Frugality is Back in Style

Scottrade’s sixth annual American Retirement Study uncovered a growing trend of clipping coupons, spending less and comparison shopping.

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Scottrade Named for Fifth Time to Training Magazine’s Training Top 125

Training Magazine recognizes Scottrade, Inc. for its efforts in training and developing associates.

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Scottrade Relocates Branch Office to Orange, Calif.

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.

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2012 FORTUNE magazine Best Companies to Work For cover

Scottrade Named to the FORTUNE “100 Best Companies to Work For” List for Fifth Consecutive Year

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.

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Scottrade’s Huntsville Branch Office Moving to Jones Valley

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.

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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.

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Scottrade’s Conroe, Texas Branch Office Moves to Portofino Plaza

Conroe, Texas Branch Office, which opened in 2001, relocates to Portofino Plaza for client convenience, continues to be led by branch manager Scott Stanley.

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Growing Belleville, Ill., Client-base of Investors Draws Scottrade

Fairview Heights, Ill., Branch Office, which opened in 2000, relocates to Belleville for client convenience, continues to be led by branch manager Eileen Kanoski.

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Jim Cramer to give keynote address

Five Workshops to Help Protect and Expand Your Investment Portfolio

The Street’s Jim Cramer will deliver the keynote address at Scottrade’s Nov. 12 Orlando User Summit for self-directed investors.

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Scottrade’s new advertising campaign

Scottrade’s New Campaign Emphasizes Calm Clarity to Investors in Frenetic Market

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.

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Investor Optimism on the Rise

New Research: With Optimism on the Rise, Investors Declare Their Financial Independence

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.

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Scottrade Chicago User Summit

Investors, Traders Get Tailored Education at Scottrade’s Free Chicago Conference Oct. 8

Scottrade’s Chicago User Summit offers customizable education tracks for buy-and-hold investors, active traders and options traders.

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Scottrade Chinese User Summit

Scottrade Empowers Chinese-speaking Investors During Day-long Santa Clara Seminar

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.

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Chief Information Officer Ian Patterson

Scottrade’s Technology Recognized as Innovative, Ranked 54th on 2011 InformationWeek 500 List

The InformationWeek 500 ranking acknowledges Scottrade’s commitment to developing new technology to enhance customer service and allow for future growth.

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Scottrade Relocates Branch Office to Latham, N.Y.

Branch office relocates to the Fresh Market Commons in Latham, N.Y., and now offers large conference rooms for seminars.

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Scottrade Relocates Madison, Wis., Branch Office

Branch office relocates near West Towne Mall in Madison, Wis., led by branch manager, Gary Andersen, who brings 24 years of industry experience.

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Scottrader Streaming Quotes Selected by TheStreet

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.

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Los Angeles User Summit

Scottrade Connects Chinese-speaking Investors During day-long Los Angeles Seminar

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.

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Chad Osborne

Scottrade Taps Osborne to Lead IT Security

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.

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Jim Tomcik

Tomcik Named to Ensure Quality of Scottrade’s IT Applications, Software

With more than 15 years’ experience, Jim Tomcik oversees a 67-person team that guarantees Scottrade’s self-directed investors receive reliable applications.

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Scottrade Relocates Houston Downtown Branch Office

Branch office relocates to Sawyer Heights Shopping Center in Houston to offer better accessibility for self-directed investors.

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Scottrade Conference

Investors Learn, Network During Free Online Trading Conference

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.

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Jeremiah Clark and Patrick Glynn

Scottrade Cultivates Internal Leadership, Taps Clark, Glynn to Oversee Nationwide Branch Network

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.

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Chinese Website

Scottrade Expands Chinese-language Homepage and Education Websites

Scottrade’s investing resources engage, empower and connect Chinese-speaking customers.

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User Summit

Free Online Trading Conference Arrives in San Diego July 30

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.

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Scottrade Conference

Self-Directed Investors Network, Learn New Skills at Scottrade Conferences

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.

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Computerworld 2011 Best Places to Work in IT

Career Opportunities Available at Scottrade, a Best Place to Work in IT

For a fourth consecutive year, Computerworld ranks the online investing firm for its IT work environment, where more than 125 IT positions are open.

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Flushing, N.Y., Branch Office

Free Chinese-Language User Summit for New York-area Investors

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.

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Chief Marketing Officer Kim Wells

Scottrade Executive Named a Most Influential Business Woman

Chief Marketing Officer Kim Wells is recognized by the St. Louis Business Journal for her achievements in the community.

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Scottrade Relocates Annapolis, Md., Branch Office

Online investing firm moves office to a more convenient location, where customers can attend branch seminars to learn how to navigate trading tools.

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Beth_Kovaly_Willis

Beth Kovaly Willis Joins Scottrade’s Legal Team

With 16 years of business and legal experience, Kovaly Willis recently joined the online investing firm as associate general counsel.

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Scottrade Relocates Trinity, Fla., Branch Office

Port Richey branch office moves to Trinity, Fla., where Scottrade associates will offer investment education through its free branch seminars.

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Justin_Gioia

Gioia Joins Scottrade to Lead Branding and Marketing Communications

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.

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2011 Retirement Study

New Research: Women’s Retirement Planning Confidence Reaches Three-Year High

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.

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Invest Online, Learn How at Scottrade’s New Spring Hill, Fla., Branch Office

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.

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Scottrade and FocusShares Ring NYSE Opening Bell Today

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.

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Scottrade Relocates Harrisburg, Pa., Branch Office

Branch office relocates in Harrisburg, Pa., to be more convenient for local investors.

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Scottrader Streaming Quotes

Investors Build Confidence, Quickly Adopt New Online Trading Tool

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.

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Scottrade’s Islandia Branch Office Relocates to Sayville, NY

Now closer to customers, the local Islandia branch office moves to Sayville, N.Y.

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Scottrade’s FocusShares Launches New Family of 15 Low-Cost ETFs

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.

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Scottrade’s Baton Rouge, La., Location Moves to the Business District

Scottrade’s Baton Rouge, La., location relocates to the Market Center at CitiPlace in the city’s business district.

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2011 Retirement Study

New Research on Retirement Saving: Gen Y is Generation Procrastination

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.

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Premier 100 IT Leader Anne Coleman

Director Anne Coleman Named a 2011 Premier 100 IT Leader

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.

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Brand Keys Customer Loyalty

Scottrade Ranks as Top Online Brokerage for Customer Loyalty

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.

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Scottrade Opens Additional Branch Office in North New Jersey

Scottrade expands in North New Jersey with the addition of a new location at 237 Franklin Ave. in downtown Nutley, N.J.

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Scottrade Relocates Coral Springs, Fla., Branch Office

The Walk of Coral Springs is home to the newly relocated Scottrade Coral Springs, Fla., branch office, opening March 14.

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Training Top 125

Scottrade Again Named to Training Top 125 for Workforce Training and Development Excellence

For a fourth time, Scottrade’s training and development program has been ranked among the Top 125 according to Training magazine.

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Scottrade Opens Additional Branch Office in Manhattan’s Upper East Side

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.

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Scottrade’s New Orleans Branch Office Relocates to Metairie, La.

Local Scottrade branch office moves to Metairie, La., from Downtown New Orleans to better serve local self-directed investors.

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Scottrade’s Southfield, Mich., Branch Office Relocates to Farmington Hills, Mich.

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.

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2011 Best Companies to Work For

For Fourth Consecutive Year, Scottrade Named to FORTUNE’s “100 Best Companies to Work For” List

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.

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Scottrade Adds Another Branch Office to the Washington, D.C., Area

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.

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A veiled chameleon was used in the Scottrader Streaming Quotes commercials.

Scottrade Launches Integrated Ad Campaign to Showcase New Online Trading 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.

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Phoenix Investors Can Start 2011 with 20 Free Financial Seminars

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.

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About Scottrade Screen Shot

Scottrade Launches New Media Site and Company Blog, Expands Conversations

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.

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Scottrade Relocates Tampa’s Westshore/Downtown Branch Office

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.

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Take Control of Your Financial Future at Scottrade’s New San Bruno Branch Office

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.

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Scottrade Relocates Maplewood Branch Office after 10 Years in the Community

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.

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Scottrade Relocates Garden City Branch Office

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.

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Mobile-App

Scottrade Releases Most Comprehensive Mobile Trading App for Investors

The free smartphone app offers more real-time research, news and analyst views than any other direct-competitor apps on the market.

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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.

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Research Findings

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Learn more about Scottrade’s regular surveys of investors, traders and advisors.