OptionsPlay Portfolio for Scottrade Advisors

To upload your clients’ portfolios into OptionsPlay please follow the instructions below:

1. Download Aggregate Positions File from Scottrade Client Center

2. Upload Positions File into OptionsPlay

Click on Name > Profile

Click on Portfolio (1) > Select File (2) > Click Upload (3)

3. Enable Email Delivery of OptionsPlay Portfolio Action Items

Click on Portfolio Alerts Delivery (1) > Select Deliver by Email (2)