Plutus Awards Sponsor Profile: Scottrade

We are excited to present another sponsor profile, this one from Scottrade, a company that has generous agreed to sponsor the Winner Gift Bags:

Whether clients want to manage their own investments, just need help with where to start, or require management solutions, Scottrade can help.

Investors and traders can build confidence through portfolio reviews, find potential investment opportunities with pre-defined screens, tap stock market research, and access a full line of investment products online, many starting at $7 per trade.

Founded in 1980, Scottrade continues its mission to improve lives by helping people overcome barriers to financial success. Today, the firm offers a nationwide network of branch offices, where knowledgeable investment consultants provide personal service and education about Scottrade’s trading tools and investment products.

The firm was built on the principles of doing what’s right and giving clients more than they expect, so it’s no coincidence Scottrade was ranked “Highest in Investor Satisfaction with Self-Directed Services” in the J.D. Power 2014 Self-Directed Investor Satisfaction Study SM.1

Scottrade Listens to Clients

Enhancements to the firm’s trading tools and the introduction of new investing solutions are fueled by the voices of clients. Their feedback through a variety of channels inspires and prioritizes the work of product development and information technology teams. Employing the agile method of project management and client usability testing to help ensure tools are easy to use, Scottrade is able to move new tools to market quickly.

New this year.

  • ScottradeELITE® – Scottrade unveiled several new updates to its advanced trading platform to help traders analyze price movements, identify and measure trend strength and react to market shifts as they occur. Features in the new platform include easier research capabilities and enhanced charting with 50-plus indicators, sophisticated drawing tools, and the ability to replay market shifts. Scottrade’s Sector Trends tool provides deeper insight into the market using a new proprietary formula that measures momentum strength.
  • Portfolio Reviews – Scottrade created a free portfolio review tool to help clients develop an investment strategy that fits their goals. On their own or in one-on-one conversations with a Scottrade investment consultant, clients can view their current allocation, then manage their risk and investment allocation. The tool offers five different asset allocation models to help match investments with investment goals.

Scottrade launched its first blog in 2010, and today engages with more than 53,000 followers on Facebook, more than 59,000 on Twitter, more than 55,000 on Google+, and more than 9,000 on LinkedIn. Scottrade uses its channels to listen to clients as well as share data revealed through regular research studies and expand on educational opportunities.

For more information about Scottrade, visit or



1Scottrade received the highest numerical score among self-directed investing service providers in the proprietary J.D. Power 2014 Self-Directed Investor Satisfaction StudySM. Study based on responses from 3,764 investors measuring 10 providers and measures satisfaction of self-directed investors. Proprietary study results are based on experiences and perceptions of consumers surveyed in January-February 2014. Your experiences may vary.

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