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

Screen Shot 2017-01-24 at 11.52.02 PM

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

Screen Shot 2017-01-24 at 11.53.29 PM

3. Enable Email Delivery of OptionsPlay Portfolio Action Items

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

Screen Shot 2017-01-25 at 1.19.00 PM

More Innovation

DailyPlay – Closing Trade (DXCM) – January 23, 2024

Closing Trade Investment Rationale As we continue to...

Read More

DailyPlay – Opening Trade (EBAY) – March 21, 2023

EBAY Bullish Opening Trade Signal View EBAY Trade...

Read More

Manage Your Portfolio Like a Professional with our DailyPlay Research

OptionsPlay is making changes to our DailyPlay signals and...

Read More

Here’s How OptionsPlay Gives Traders an EDGE

Active traders often measure performance based on initial...

Read More
Tony Zhang