WEB

$400 per month plus a one-time $295 setup fee

Total first month $695.

Here is what you receive...

Up to 100 custodian accounts in the base monthly charge. Each additional account over 100 is $2.00 per account per month.
Setup of reports and logon accounts.
Setup of the web site tailored with your logo and colors.
Import and reconcile of data from your custodians.
Product training and customization as required.
One advisor login account. Additional advisor login accounts may be purchased if required. Please contact us for pricing.
Setup fee and 1st month subscription are non-refundable.
Subscription may be canceled anytime.
No partial month refunds.
Website will be deactivated when subscription is canceled.

Join Scottrade Advisor Services and receive a discount on the Portfolio Director software.

DESKTOP

$300 per month 1st year

$200 per month 2nd year and beyond

Here is what you receive...

Single seat license for the current version of software.
No up front fees or contracts to sign! You pay by the month.
One hour of product training.
18 Product support sessions (1st year).
Includes interfaces with popular clearing and custodian firms.
Subscription may be canceled anytime.
No partial month refunds.
Software will be deactivated when your subscription is canceled.

Join Scottrade Advisor Services and receive a discount on the Portfolio Director software.

Interested in trying Portfolio Director first?

It's simple... order a one-month subscription (non-refundable)... you will receive full access to our software and product support... if you're not completely satisfied, simply contact us via e-mail to cancel your subscription.

Select from one of the following items, and then click on the Make Payment button:

Web License:	$400 per month + 295 setup fee. Total first month $695 $300 per month 1st year/$200 per month 2nd year and beyond.
Desktop License:

Make Payment

This will take you to the E-Pay System offered by U.S. Bank.

Please follow these instructions when you visit the "Electronic Payment System" site:

1) Click on the Register button.

2) Fill out the form, then Press the "Submit" button.

3) Click on the Recurring Payment option.

4) Accept the default amount, and select "Every Month" for frequency. Press "Continue".

5) Enter your credit card payment information, then press "Continue".

6) Verify Payment information, and enter your 3 digit credit card code found on the back of your credit card.