Scottrade Help Page

Minimum Requirements

Browser Configuration

Quick-Start Instructions for Scottrade.com

Touchtone Guide

Scottrader FAQ

 

Minimum Requirements


Windows Minimum Platform
  • Windows 2000/XP
  • 256 MB of RAM
  • 56 kbps ISP connection
  • Java Runtime Environment 1.4
  • Video adapter and monitor that supports a
    1024 x 768 screen resolution
  • Microsoft Internet Explorer 6.0 (or higher)
    with the latest Service Pack


Windows Recommended Platform
  • Windows XP/Vista
  • 512 MB of RAM
  • High speed cable or DSL
  • Java Runtime Environment 1.4
Macintosh Minimum Platform
  • 128 MB of RAM
  • Mac OS X 10.5
  • 56 kbps ISP connection
  • Java for Mac OS X 10.5
  • Video adapter and monitor that supports a
    1024 x 768 screen resolution
  • Most recent Safari browser version for Mac
Macintosh Recommended Platform
  • 512 MB of RAM
  • Mac OS X 10.5 or higher
  • High speed cable or DSL
  • Java for Mac OS X 10.5 or higher
  • Video adapter and monitor that supports
    a 1024 x 768 screen resolution
  • Most recent Safari browser version for Mac

Browser Configuration

The Scottrade web site is best viewed with the latest versions of Internet Explorer.

Browser Download Links

If you need to update your current browser, use the following links to download the latest versions.

Internet Explorer
Internet Explorer
(Windows)
Firefox
Firefox
Safari
Safari
(Mac only)

Google Chrome

Google Chrome

AOL 9
AOL

Java Runtime Environment

 

The Java Runtime Environment (JRE) 1.4.2 or above is required to run some Scottrade features. Windows, Linux, and Solaris users may download the JRE from Sun. To install the latest version of the Java Runtime Environment (JRE), follow the instructions below:

Installing Java - Microsoft Windows


Note: Your computer must remain connected to the Internet during the installation.

  1. Click Here Click to go to the Java Runtime Environment web page.
  2. Click the Free Java Download button.
  3. Follow the prompts to install Java, completing the license agreement and selecting a typical install.
  4. When you have successfully downloaded Java for Windows, a task bar pop-up message appears, indicating that Java (TM) Platform, Standard Edition has been installed.



  5. You are prompted to verify your installation. Click the Verify Installation button. When you complete the verification, a congratulations message appears:

Installing Java - Macintosh


Downloading the latest Java Runtime Environment (JRE).

Java has become the de-facto standard language for developing cross-platform applications. Recognizing this, Apple has made Java a core component of Mac OS X. Mac OS X includes the full version of Java 2, Standard Edition, meaning you have the Java Developer Kit (JDK) and the HotSpot virtual machine (VM) without downloading, installing, or configuring anything. Because Apple has optimized Java on Mac OS X, Java applications act as first-class citizens on Mac OS X.

Click Here   Download Java from Apple Web Site (Macintosh OS X).

Back to Top

Which Browser Are You Using?

You can find this information by clicking Help in the toolbar, and then selecting About. From the list below, click the browser you are using and find out what settings need to be enabled for the best Internet experience with our site.

Browsers

Internet Explorer

Other

Browser Tips and Settings

Internet Explorer Internet Explorer 8.0

Disabling AutoComplete

  1. On the Tools menu, click Internet Options.
  2. Click the Content tab.
  3. In the AutoComplete area, click Settings.
  4. Make sure all check boxes are cleared.
  5. Click OK, and then click OK again.

Setting Cache

  1. Open Internet Explorer.
  2. Click the Safety button, and then click Delete Browsing History.
  3. If you do not want to delete the cookies and files associated with websites in your Favorites list, select Preserve Favorites website data.
  4. Select the Temporary Internet Files and History options.
  5. Click Delete.

Enable Cookies

  1. Open Internet Explorer.
  2. Click the Safety button, and then click Delete Browsing History.
  3. To keep the cookies and files associated with websites in your Favorites list, select the Preserve Favorites website data check box.
  4. Select the Cookies options.
  5. Click Delete.

Security Settings

  1. On the Tools menu, click Internet Options.

  2. Click the Advanced tab. Make sure the following items are set up. (The other items can be enabled or disabled).

  3. Scroll done to the HTTP 1.1 settings:

    • Make sure Use HTTP 1.1 is selected.
    • Make sure Use HTTP 1.1 through proxy connections is cleared.
  4. Scroll down to the Security settings and make sure that the following settings are selected:
    • Use SSL 2.0
    • Use SSL 3.0
    • Use TLS 1.0

Content Settings

  1. On the Tools menu, click Internet Options.

  2. Click the Content tab.
  3. In the Content Advisor area, look for the Enable or Disable button. If you see Enable, leave this area alone. However, if you see Disable, click this button and enter your security password (someone would have turned this feature on and set up a password). The Content Advisor most often causes problems viewing our login screen and may also kick you out of your account unexpectedly.

Enable Scripting

  1. On the Tools menu, click Internet Options.
  2. Click the Security tab.
  3. Click the Custom Level button.
  4. Scroll down to Scripting near the bottom of the settings and set Active Scripting to Enable.
  5. Click OK to save.

 

Back to Top

Internet Explorer Internet Explorer 7.0

Disabling AutoComplete

We recommend that you do not use AutoComplete when it prompts you to save the password. If you save the password using AutoComplete and you change the password under Customer Service in the site, you may receive an error the next time you try to use your new password. You can change this password in Windows when you receive the error, but it is not a good idea to save any password to your system.


  1. On the Tools menu, click Internet Options.
  2. Click the Content tab.
  3. In the AutoComplete section, click Settings.
  4. Make sure all boxes are disabled.

If you have check marks in any of the boxes, click the boxes to clear them. Then:

  1. Click the General tab.
  2. In the Browsing History section, click Delete.
  3. In the Form Data section, click Delete Forms.
  4. Click Yes.
  5. In the Passwords section, click Delete Passwords.
  6. Click Yes.

Setting Cache

On the horizontal toolbar at the top of your window:

  1. On the Tools menu, click Internet Options.
  2. Click the General tab.
  3. In the Browsing History area, click Delete.
  4. In Temporary Internet Files, click Delete Files. Click Yes in the box that appears.
  5. In the Cookies area, click Delete Cookies. Click Yes in the box that appears.
  6. Click Close to return to the General tab.
  7. In the Browsing History area, click Settings.
  8. Under Check for newer versions of stored pages, select Every time I visit the webpage.
  9. In the Tabs section, click Settings.
  10. In the When a popup is encountered area, select Always open pop-up in a new window.
  11. Select OK to return to the General tab.
  12. Click OK again to exit Internet Options.

Enable Cookies

By default, your browser's cookie settings are configured correctly. If you encounter any session issues while browsing, follow these steps:

  1. On the Tools menu, click Internet Options.
  2. Click the Privacy tab.
  3. Click the Advanced button.
  4. Check Override automatic cookie handling.
  5. Clear Always Allow Session Cookies.
  6. Make sure both settings are set to Accept.
  7. Check Always Allow Session Cookies.
  8. Click OK to exit.
  9. In the Pop-up Blocker section, make sure Turn on Pop-up blocker is cleared, or configure it for https://trading.scottrade.com.

Security Settings

  1. On the Tools menu, click Internet Options.
  2. Click the Security tab.
  3. Click Custom Level button.
  4. In the Reset Custom Settings area, select Medium from Reset To list.
  5. Click the Reset button.
  6. Answer Yes when asked if you want to change your Security settings.
  7. Click OK to exit the Custom Level area.
  8. To exit Internet Options, click OK again.
  9. Click the Advanced tab.
  10. Scroll down to the HTTP 1.1 settings:
  1. Scroll down to the Security Settings, and make sure that the following settings are selected:

Content Settings

  1. On the Tools menu, click Internet Options.
  2. Click the Content tab.
  3. In the Content Advisor area, look for either Enable or Disable.
  4. The Content Advisor most often causes problems viewing our login screen and may also kick you out of your account unexpectedly.

Enable Scripting

The following issues may occur if scripting is disabled in the browser.

To enable scripting:

  1. On the Tools menu, click Internet Options.
  2. Click the Security tab.
  3. Click the Custom Level button.
  4. Scroll down to Scripting near the bottom of the settings and set all five Scripting Settings to Enable.
  5. Click OK to save.

 

Back to Top

Internet Explorer Internet Explorer 6.0

Disabling AutoComplete

We recommend that you do not use AutoComplete when it prompts you to save the password. If you save the password using AutoComplete and you change the password under My Account - My Information & Preferences in the site, you may receive an error the next time you try to use your new password. You can change this password in Windows when you receive the error, but it is not a good idea to save any password to your system.

 

  1. On the Tools menu, click Internet Options.
  2. Click the Content tab.
  3. In the Personal Information, click the AutoComplete button.
  4. Make sure all check boxes are disabled.


If you had check boxes selected, click them to clear (and disable) them. Then:

  1. Click the Clear Forms button.
  2. Click the Clear Passwords button.
  3. Click OK.

Setting Cache

  1. On the Tools menu, click Internet Options.
  2. Click the General tab.
  3. In the Temporary Internet Files area, click Settings.
  4. Under Check for Newer Versions of Stored Pages, select Every Visit to the Page.
  5. To exit the window, click OK.
  6. In the Temporary Internet Files area, click the Delete Cookies button.
  7. Click OK, and then click OK again.
  8. Click the Delete Files button, select Delete All Offline Content, and then click OK.

Enable Cookies

By default, your browser's cookie settings are configured correctly. If you happen to encounter any session issues while browsing, follow the directions.

  1. On the Tools menu, click Internet Options.
  2. Click the Privacy tab.
  3. Click Advanced.
  4. Select Override automatic cookie handling.
  5. Make sure both settings are set to Accept.
  6. Select Always allow session cookies.
  7. To exit, click OK.

Security Settings

  1. On the Tools menu, click Internet Options.
  2. Click the Security tab.
  3. Click the Custom Level button.
  4. In the Reset Custom Settings area, select Medium from Reset To list.
  5. Click the Reset button.
  6. When asked if you want to change your Security settings, click Yes.
  7. To exit the Custom Level area, click OK.
  8. To exit Internet Options, click OK again.
  9. Click the Advanced tab.
  10. Scroll down to the HTTP 1.1 settings:
  1. Scroll down to the Security Settings and make sure that the following settings are selected:

Enable Scripting

The following issues may occur if scripting is disabled in the browser.

To enable scripting:

  1. On the Tools menu, click Internet Options.
  2. Click the Security tab.
  3. Click the Custom Level button.
  4. Scroll down to Scripting near the bottom of the settings and set all three Scripting Settings to Enable.
  5. Click OK to save.

 

Back to Top

AOL 9 AOL 9.0

Setting Cache

  1. On the horizontal toolbar at the top of your window, click Settings. The Settings: Essentials dialog box appears.
  2. Click Internet [Web] Options. The AOL Internet Properties window appears.
  3. Click the General tab.
  4. Under Temporary Internet Files, click Settings.
  5. On the Settings page, make sure Every visit to the page is selected.
  6. Click OK.
  7. When you return to the General tab, click Delete Files to clear the cache.
  8. Click OK.

Setting Cookies

  1. On the horizontal toolbar at the top of your window, click Settings. The Settings: Essentials dialog box appears.
  2. Click Internet [Web] Options. The AOL Internet Properties window appears
  3. Click the Privacy tab.
  4. Click Advanced.
  5. Check Override automatic cookie handling.
  6. Make sure both settings are set to Accept.
  7. Click OK to exit the window.

Disabling AutoComplete

We recommend that you do not use AutoComplete when it prompts you to save the password. If you save the password using AutoComplete and you change the password under My Account - My Information & Preferences in the site, you may receive an error the next time you try to use your new password. You can change this password in Windows when you receive the error, but it is not a good idea to save any password to your system.

 

  1. On the horizontal toolbar at the top of your window, click Settings. The Settings: Essentials dialog box appears.
  2. Click Internet [Web] Options. The AOL Internet Properties window appears.
  3. Click the Content tab at the top.
  4. Under Personal Information, click the AutoComplete.
  5. Make sure all boxes are disabled (unchecked).
  6. If you had any of the boxes checked, click the Clear Passwords button.
  7. Click OK.

Security Settings

  1. Click Start.
  2. Click Settings.
  3. Click Control Panel.
  4. Click Internet Options
  5. Click the Advanced tab at the top.
  6. Scroll to the bottom under Security and make sure that Enable Profile Assistant, Use SSL 2.0, and Use SSL 3.0 are all checked.
  7. Click OK to exit the window.

Scripting and META Refresh Settings

  1. On the horizontal toolbar at the top of your window, click Settings. The Settings: Essentials dialog box appears.
  2. Click Internet [Web] Options. The AOL Internet Properties window appears.
  3. Click the Security tab.
  4. Make sure the Internet Globe is highlighted, and click the Custom Level button.
  5. Scroll down to Miscellaneous.
  6. Under Allow META Refresh, select Enable.
  7. Scroll down to Scripting.
  8. Set all three settings—Active Scripting, Allow Paste Operations via Script, and Scripting of Java Applets—to Enable.
  9. Click OK, and then click Yes to the pop-up confirming that you want to make these changes.

Pop-Up Blocker

  1. Click Settings. The Settings: Essentials dialog box appears.
  2. Click Pop-Ups.
  3. Check the box that says Suppress pop-ups from Web sites I visit using AOL software.
  4. In the box that says Allow Only These Sites (Suppress All Others), click Add and type http://www.scottrade.com.

You can also set the blocker for specific sites by doing the following:

Note: If you enable the Advanced Spam Filter, this could block Stock Alert e-mails and Execution Notification e-mails.

 

Back to Top

FirefoxFirefox 3.0 (Mozilla) for Windows

Cache Settings

  1. On the Tools menu, click Options.
  2. Select the Privacy panel.
  3. In the Private Data area, click Settings.
  4. Make sure all options are selected except Saved Passwords, and then click OK.
  5. Click the Clear Now button.
  6. In the message, click Clear Private Data Now.

Cookie Settings

  1. On the Tools menu, click Options.
  2. Select the Privacy panel.
  3. In the Cookies area, make sure the Accept Cookies from Sites option is selected.
  4. In the Keep Until list, select I Close Firefox.

Setting Auto-Complete Features

  1. On the Tools menu, click Options.
  2. Select the Privacy panel.
  3. In the History area, make sure the Remember What I Enter in Forms and Search Bar option is selected.

Security Settings

  1. On the Tools menu, click Options.
  2. Select the Security panel.
  3. In the Passwords area, make sure the Remember Passwords for Sites option is selected.

Advanced Settings

  1. On the Tools menu, click Options.
  2. Select the Advanced panel.
  3. Click the Network tab.
  4. In the Offline Storage area, click Clear Now.
  5. Click the Encryption tab.
  6. In the Protocols area, make sure that SSL 3.0 and TLS 1.0 are selected.

Pop-up and Java Settings

  1. On the Tools menu, click Options.
  2. Select the Content panel.
  3. Make sure Block Pop-up Windows is cleared.
  4. Make sure Enable JavaScript is selected.
  5. Make sure Enable Java is selected.

FirefoxFirefox 3.5 (Mozilla) for Windows

Download Firefox 3.5 (Mozilla):

  1. Go to http://www.mozilla.com.
  2. On the main page, click the green button marked Download Firefox – Free.
  3. In the File Download box that pops up, click Save, and save the file to your Desktop.
  4. Once the file has downloaded to the Desktop, close all open windows. Do not shut down the computer.
  5. On the Desktop, double-click the Firefox Setup icon.
  6. Click Run to launch the Installer.
  7. On the Welcome to the Setup Wizard window, click Next.
  8. Select the Standard installation option, and click Next.
  9. Click Install.
  10. When the installation is complete, click Finish.

Pop-up Blocker

  1. On the Tools menu, click Preferences.
  2. Select the Content panel.
  3. Make sure Block Pop-up Windows is selected.
  4. Click Exceptions.  Add www.scottrade.com and trading.scottrade.com by clicking the Allow button.
  5. Click Close.
  6. To apply the changes, click OK.

Java and JavaScript

  1. On the Tools menu, click Options.
  2. Select the Content panel.
  3. Make sure Enable Java and Enable JavaScript are selected.
  4. To apply the changes, click OK.

Cookie Handling

  1. On the Tools menu, click Options.
  2. Select the Privacy panel.
  3. In the History area, select Use Custom Settings for History from the Firefox Will list.
  4. Make sure Accept cookies from sites and Accept third-party cookies are checked.
  5. In the Keep Until list, select I close Firefox.
  6. To apply the changes, click OK.

History Clearing

  1. On the Tools menu, click Options.
  2. Select the Privacy panel.
  3. In the History area, select Use Custom Settings for History from the Firefox Will list.
  4. Place a check mark in the box for Clear history when Firefox closes.
  5. Click the Settings button to the right of this check box.
  6. Select all items in the History section, including Saved Passwords and Offline Website Data.
  7. Click OK.
  8. To apply the changes, click OK again.

Clearing All Browsing History Quickly

  1. On the Tools menu, click Clear Recent History.
  2. In the Time range to clear box, select Everything.
  3. In the Details list, select all items.
  4. Click Clear Now.

Disabling Password Saving

For security purposes, we do not recommend saving any passwords on your computer system. Should your system ever be compromised, any passwords saved on the system could become compromised as well. Additionally, if you save your passwords using this feature in Firefox and change your Scottrade account password through www.scottrade.com, you may receive an error the next time you attempt to login. To increase security and avoid failed login attempts, you can disable password saving using these instructions:

  1. Open the Tools menu, and click Options.
  2. In the Options box, click Security.
  3. Make sure Remember passwords for sites and Use a master password are both cleared.
  4. Click OK.

Decreasing Cache Size

  1. Open the Tools menu, and click Options.
  2. In the Options box, click Advanced.
  3. Click the Network tab.
  4. In the Offline Storage section, change Use up to 50 MB of space for the cache to use 10 MB.
  5. To apply the changes, click OK.

Setting Encryption Level

  1. On the Tools menu, click Options.
  2. In the Options box, click Advanced.
  3. Click the Encryption tab, and make sure Use SSL 3.0 and Use TLS 1.0 are selected.
  4. To apply the changes, click OK.

 

Back to Top

Google Chrome 3.0 for Windows


Clearing the Cache

  1. Click the wrench menu.
  2. Select Clear browsing data.
  3. Select the Empty the Cache check box.
  4. From the Clear Data from This Period list, select Everything.
  5. Click Clear Browsing Data.

Setting Cookies to Allow All Cookies

  1. Click the wrench menu.
  2. Select Options.
  3. Click the Under the Hood tab, and find the Privacy area.
  4. In the Cookie Settings list, select Allow All Cookies. This is the default setting in Google Chrome.
  5. Click Close.

Deleting Browsing History

  1. Click the wrench menu.
  2. Select Clear browsing data.
  3. In the Clear Browsing Data dialog box, select the Clear browsing history check box.
  4. Click Clear Browsing Data.

Disabling Password Saving

  1. Click the wrench menu.
  2. Select Options.
  3. Click the Personal Stuff tab.
  4. In the Passwords area, select Never Save Passwords.
  5. Click Close.

Enabling SSL 2.0

  1. Click the wrench menu.
  2. Select Options.
  3. Click the Under the Hood tab.
  4. Select Use SSL 2.0.
  5. Click Close.

Disabling Autofill

Autofill is turned on by default.

  1. Click the wrench menu.
  2. Select Options.
  3. Click the Personal Stuff tab.
  4. Select Never Save Text from Forms.
  5. Click Close.

 

Back to Top

SafariSafari for Mac

Setting Pop-up Windows

  1. On the Safari menu, clear Block Pop-up Windows.

Clearing Cache

  1. On the Safari menu, click Empty Cache. A message appears, asking "Are you sure you want to empty the cache?"
  2. Click Empty.

Setting Cookies

  1. On the Safari menu, click Preferences.
  2. Click the Security button.
  3. Under Accept Cookies, enable Always or Only from sites you navigate to.

Enabling Java

  1. On the Safari menu, click Preferences.
  2. Click the Security button.
  3. Select the following settings:
    • Enable plug-ins
    • Enable Java
    • Enable Javascript

 

Back to Top

Firefox Mozilla Firefox 3.0 for Mac

Cache Settings

  1. On the Firefox menu, click Preferences.
  2. Click the Privacy panel.
  3. In the Private Data area, click Settings.
  4. Make sure everything is selected except Saved Passwords and then click OK.
  5. Click Clear Now, and then click Clear Private Data Now.

Cookie Settings

  1. On the Firefox menu, click Preferences.
  2. Click the Privacy panel.
  3. In the Cookies area, make sure Accept Cookies from Sites is selected.
  4. In the Keep Until list, select I Close Firefox.

Setting Auto-Complete Features

  1. On the Firefox menu, click Preferences.
  2. Click the Privacy panel.
  3. In the History area, make sure the Remember What I Enter in Forms and Search Bar option is cleared.

Security Settings

  1. On the Firefox menu, click Preferences.
  2. Click the Security panel.
  3. In the Passwords area, make sure the Remember Passwords for Sites option is cleared.

Advanced Settings

  1. On the Firefox menu, click Preferences.
  2. Click the Advanced panel.
  3. Click the Network tab.
  4. In the Offline Storage area, click Clear Now.
  5. Click the Encryption tab.
  6. In the Protocols area, make sure that SSL 3.0 and TLS 1.0 are selected.

Pop-up and Java Settings

  1. On the Firefox menu, click Preferences.
  2. Click the Content panel.
  3. Make sure Block Pop-up Windows is cleared.
  4. Make sure Enable JavaScript is selected.
  5. Make sure Enable Java is selected.

 

Back to Top

Firefox Mozilla Firefox 3.5 for Mac

Cache and Cookie Settings

  1. On the Firefox menu, click Preferences.
  2. Click the Privacy panel.
  3. In the Firefox Will list in the History area, select Use Custom Settings for History.
  4. Make sure Remember Search and Form History is cleared.
  5. Make sure Accept Cookies from Sites is selected.
  6. Make sure Accept Third-Party Cookies is selected.
  7. Make sure Clear History When Firefox Closes is selected.
  8. Click the Settings button to the right of Clear History When Firefox Closes.
  9. Make sure Cookies and Cache are selected.
  10. Click OK, and close the Preferences window.

Security Settings

  1. On the Firefox menu, click Preferences.
  2. Click the Security panel.
  3. In the Passwords area, make sure the Remember Passwords for Sites option is cleared.

Advanced Settings

  1. On the Firefox menu, click Preferences.
  2. Click the Advanced panel.
  3. Click the Network tab.
  4. In the Offline Storage area, click Clear Now.
  5. Click the Encryption tab.
  6. In the Protocols area, make sure that SSL 3.0 and TLS 1.0 are selected.

Pop-up and Java Settings

  1. On the Firefox menu, click Preferences.
  2. Click the Content panel.
  3. Make sure Block Pop-up Windows is cleared.
  4. Make sure Enable JavaScript is selected.
  5. Make sure Enable Java is selected.


Back to Top

 

[   Login  |  Email Us  ]


© Copyright 2008. Scottrade, Inc. All Rights Reserved.