Scottrade Brings Customer Education Conference to Silicon Valley
User Summit is part of online investment firm’s extensive customer education initiative that includes social networking, Web casts and branch office support
SANTA CLARA, Calif.--(BUSINESS WIRE)--Scottrade, a leading branch-supported online investment firm, is hosting a customer education User Summit for Silicon Valley-area Scottrade customers. The regional conference to help Scottrade investors and traders make better informed investment decisions will be held on Saturday, Aug. 16 at the Hyatt Regency in Santa Clara, Calif.
During the free workshop, attendees will learn how to effectively use the online functions and features of Scottrade’s trading platforms and learn how to easily manage their accounts. Featured speakers include Kevin Dodson, Scottrade Director of Online Financial Services, and Al Brinkman, Director of Equity Derivatives Marketing at the Philadelphia Stock Exchange.
"The User Summit workshop is designed to make sure investors and traders are familiar with Scottrade’s platforms so they can effectively and efficiently find and react to opportunities in the market," Dodson said. "Regardless of an individual's trading strategy, our goal during this nationwide series is for every attendee to learn something they can apply to their next trade."
Topics covered during the workshop include finding opportunities with stock and ETF screeners, placing pre-market and after-hours trades, setting up alerts for account specific updates and learning the basics of trading options.
The Santa Clara User Summit is one of a series of free workshops Scottrade is holding throughout the country as part of its customer education efforts. Other customer education resources offers include nine branch offices in the San Jose area, an online social networking community, Web casts and market and research information.
"Scottrade is focused on providing our customers with information that will help them make better investment decisions," said Kristin McDougall, Scottrade Customer Education Manager. "While our customers are self-directed, knowing how to use the online trading features and tools offered through our platforms can help our customers make better decisions more quickly when they are trading on their own."
For more about educational resources available locally, call (800) 619-SAVE to be directed to your nearest Scottrade branch office.
About Scottrade
Scottrade is a leader in online investing, serving individual investors who are comfortable making their own investment decisions. Scottrade is unique in the industry because it boasts low commission rates while offering the largest branch network among online brokerages, with 364 local branch offices nationwide. In October, Scottrade was named Highest in Investor Satisfaction by J.D. Power and Associates for the seventh time. Scottrade.com is the online trading site of Scottrade, Inc. and offers customers the convenience of placing many orders online for just $7 per trade. In addition to its online capabilities, Scottrade staffs each easily accessible branch location with a branch manager plus additional brokers and assistants. In January 2008, Scottrade was named one of FORTUNE magazine’s “100 Best Companies to Work For” in America. In June 2008, Scottrade was No. 16 on Computerworld magazine’s list of the Best Places to Work in IT. For more, visit www.scottrade.com.
