Scottrade Portfolio Review Tool

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Use the drop down menu under Select Account and select individual accounts to analyze, or a. Combined Portfolio View. Evaluate. Select a Target Model.
Scottrade Portfolio Review Tool Meeting your financial goals starts with an investment portfolio that matches up with your risk tolerance, return requirements, time horizon and life goals. Our Portfolio Review Tool can help evaluate your asset mix today, and highlight what changes you might need to make to get on track for the future.

Get Started 1

Launch Scottrade Portfolio Review Tool

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Add Accounts

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Review a Single Account or Your Entire Portfolio

Log into your Scottrade account, go to the My Account tab and choose Portfolio Review from the left menu. Click the Launch Portfolio Review Tool button.

You primary Scottrade account is automatically populated. You can add outside accounts, and name them, by clicking Add Account on the drop down menu under Select Account.

Use the drop down menu under Select Account and select individual accounts to analyze, or a Combined Portfolio View.

Evaluate 4

Select a Target Model

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Compare Your Allocation

Click the Select My Target Model button to choose a pre-defined asset allocation. Each asset allocation is based on a different investment strategy ranging from conservative to aggressive.

Use your Target Model as a framework for diversifying your portfolio across different market segments. Compare your Current Allocation to your Target Model to help determine where you are overinvested or underinvested.

Formulate a Plan 6

Find New Investments

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Set Up Your Portfolio Allocation

Diversify investments within each market segment using Morningstar’s Investment Finder to search for mutual funds, exchange-traded funds or stocks. To launch the Investment Finder, click the Find New Investments button. This function works only for your Scottrade primary account.

Use the allocation tool to enter the percent or dollar amount you wish allocate to each of your positions. Easy-to-use pie charts will help you mirror the asset allocation of your Target Model to complete this step. This function works only for your Scottrade primary account.

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Create an Action Plan Once you’ve chosen investments and completed an allocation strategy for those investments, click Save to Action Plan. Your Action Plan model is a hypothetical portfolio that can be tested before you implement any changes in your real portfolio. This function works only for your Scottrade primary account.

Analyze Your Action Plan 9

X-Ray Check your exposure to different areas of the market. Be sure to look for any gaps in your portfolio.

Hypothetical Performance Review

10 See a historical chart of your current portfolio and an action plan model. This function works only for your Scottrade primary and any linked accounts.

Portfolio Concentration

11 Identify common areas in your portfolio to evaluate your level of diversification. Test Your Action Plan

12 Go to the Analysis tab to test your action plan (or your hypothetical portfolio).

Act Put Your Plan Into Action

13 Execute the trades that will align your portfolio with your target model using the Buy and Sell buttons in your Action Plan. This function works only for your Scottrade primary account.

Keep Working Toward Your Goals

14 Monitor your portfolio and rebalance or find new investments when necessary. Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds’ performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing. Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. A mutual fund’s prospectus contains this and other information about the mutual fund. Prospectuses may be ordered through Scottrade.com or through a Scottrade branch office. The prospectus should be read carefully before investing. No transaction fee (NTF) funds are subject to the terms and conditions of the NTF funds program. Scottrade is compensated by the funds participating in the NTF program through recordkeeping, shareholder, or SEC 12b-1 fees. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. The Target Allocation Models are designed to follow certain investment objectives, although there is no guarantee that these objectives will be met. Market volatility, volume, and system availability may impact account access and trade execution. Past performance of a security or strategy does not guarantee the security or strategy will be successful in the future. Results could vary significantly, and losses could result. The tools described in this document are for information purposes only and their use does not guarantee a profit. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security. Investors should fully research any security before making an investment decision. Scottrade and Morningstar are separate companies and the information provided by Morningstar should not be attributed to Scottrade. Brokerage products and services offered by Scottrade, Inc. - Member FINRA and SIPC.

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