This Quick Start Guide will take only a few minutes to click through. After reviewing it, you will be able to:
Click the Next button on the bottom right-hand corner of this page to continue.
How does StreetSmart.com® compare to Schwab's other trading platforms? Learn More.
Note: You can access the Quick Start Guide at any time in the Resources dropdown menu or in the Help Center, located at the top right of StreetSmart.com.
StreemSmart.com gathers key trading tools into a single view and lets you move between them with a quick click. You can reduce StreetSmart.com to display only the right-hand quick reference information, so you can monitor the market while performing other tasks.
StreetSmart.com keeps a Quick Trade function available (at the right in the quick reference area) at all times so that you can quickly place equity and option orders. The Trade tab gives you additional choices for defining equity or option orders before submitting them.
The Quotes & Research tab centralizes StreetSmart.com's tools for monitoring the securities you are interested in trading, including streaming news, watch lists, NASDAQ Level II quotes and options chains.
StreetSmart.com's conditional orders and alerts and special order types can help you protect profits and limit losses.
Track balances, available margin, order status, current positions and other important account information on the My Account tab.
Here are a few more resources for getting the most out of StreetSmart.com.
The right of the screen displays quick reference information for Indices, Balances, Order Status, Quick Quote and Quick Trade, Positions, Charts, Watch Lists, News, and Alerts. You can choose which areas you want to display and in what order by clicking the Customize link. Each of the Quick Reference tools can be collapsed or expanded, allowing you to see what you need when you need it. The quick reference area also offers a Help Center, designed to give you a centralized location for all Help information. Use the Float and Collapse links at the top to view only this quick reference information or to remove it entirely from view.
Directly under the header, youll find the main work area where you can explore StreetSmart.com capabilities in detail. Click on the tabs to switch between your Schwab account information, trading for stocks and options, in-depth quotes and research data, chart analysis tools, and tools to manage your risk (Conditional Orders & Alerts).
There are several ways to move quickly around StreetSmart.com. You can click on a tab to view its contents or click any row of data to see related links.
Use the Customize window to add more information to the StreetSmart.com display. For example, you can choose to display additional information, such as Level II and Positions data, at the bottom of your screen.
Enter a stock or option symbol or company name, click Quick Quote and youll instantly see real-time streaming quote data - updated automatically as the market changes (no need to refresh the page to see updates). To assist you in finding a symbol, a list of suggested symbols will appear as you begin to type in the entry field. Click Lookup to get a full list of results. To trade this security or research it further, use the text menu links at the bottom of the Quick Quote area.
Use Quick Trade to quickly place an order that does not involve special conditions (such as All or None or Dividend Reinvestment).
The Trade Stocks tab provides special conditions and direct access order routing choices (if approved). To place a trade, first enter a symbol and then fill out instructions for the order (such as quantity, venue, limit/stop prices, dividend reinvestment, and more). Click the Verify Order button to check and place the order. Stock orders can also be saved to trade at a later date by clicking the Save Order button in the Preview window.
Within the Trading tab, click the Options-Basic sub-tab to place single leg option trades or click the OptionsAdvanced sub-tab to place multi-leg option trades. Advanced option trading supports a variety of multi-leg strategies (depending on your options approval level) including buy writes, sell writes, strangles, straddles, vertical spreads and more.
Charts feature real-time streaming data, customizable timeframes and formats, trendlines, notes and a wide variety of technical studies to help you analyze previous price performance and project possible trends. With streaming data, you can view the changes to the market instantaneously, without having to reset the chart.
Get real-time streaming news from Dow Jones and other services, so that you can view the most current stories and breaking news as they are reported throughout the day.
Create your own watch lists to monitor a wide range of streaming real-time data (bid and ask quotes, last trade price, etc.) for the securities that interest you the most. Use the Add/Edit Lists link to customize the symbols on your watch lists or create an entirely new watch list.
Conditional Orders & Alerts gives you a way to monitor the market all the time even when you are not logged in. Use this feature to set up alerts based on market conditions (such as when an index drops or goes up). When the market conditions you specify occur, you can choose to be notified or automatically place an order.
When youre investigating a particular symbol, the Other Research link gives you one-click access to the Schwab.com summary research page. On this page youll find information such as company background, Schwab and industry ratings, historical performance, and more.
Brackets allow you to integrate your risk management strategy directly into the creation of an equity or option order. Using brackets you can predefine profit and loss targets for trades where, if those targets are met, the software will automatically send an order to exit the position. Select from Profit Exit, Trailing Stop Exit, and or Stop Loss exit when defining your bracket criteria.
StreetSmart.com supports a wide variety of equity order types designed to help you manage risk or lock in profits. These include trailing stops, which reset dynamically beneath a rising price.
StreetSmart.com gives you access to all of your Schwab trading accounts. Just click on the account dropdown list to instantly switch to the account you want to work in. Nickname your accounts to more easily identify them (e.g. Mary's retirement).
The StreetSmart.com My Account tab allows you to track all of your Schwab account information from a central location. From this tab, view streaming order status, balance, and position information. Get everything from realized gain or loss figures from the current day to transaction history for any 90-day window within the last two years. Information about account Performance and Transfers & Payments are available from Schwab.com.
Throughout StreetSmart.com youll see links with a symbol. The symbol indicates that the information will open up in a Schwab.com browser on top of your StreetSmart.com window. To return to StreetSmart.com simply close the Schwab.com browser window.
Have a question or want to learn more? There are a variety of ways to get more information about StreetSmart.com and trading.
Whether you're a beginner or a seasoned veteran, we offer a variety of courses focused on learning how to use all the tools in StreetSmart.com. Each of these self-paced courses is about 10 minutes long, and allows you to learn on your own time.
The Live Help tool in the Help Center allows you to communicate directly with a Schwab Active Trader Representative without having to pick up the phone. After typing your question in the text box click Ask Now and a chat window will pop up, allowing you to continue your conversation with a Schwab service representative in real-time. The Live Help tool is also available via the Resources drop-down menu.
Note: It is important that you do not use the Live Help tool in StreetSmart.com to request, authorize or effect the purchase or sale of any security or commodity, to send fund transfer instructions, or to effect any other transactions. Any such requests, orders, or instructions that you send will not be accepted and will not be processed.
StreetSmart.com was created for traders who want web-access to streaming market data on a platform designed to efficiently research, place and manage trades. Use it as your primary trading platform or a supplement to Schwab's other trading platforms.
You will find that StreetSmart.com conveniently centralizes all your research and trading tools, such as getting quotes, reading news, finding transaction history, and placing trades. Note that you can easily print and export the data you need.
It has similar tab-style navigation and access to more powerful tools than Schwab.com for those ready to take the next step in their trading. With real-time streaming market data that keeps you updated on market changes as they happen, you can make better informed trading decisions.
You will find that StreetSmart.com gives you convenient access to the core tools you use on StreetSmart Pro or StreetSmart Edge, such as streaming quotes, charts, news, and order status as well as conditional orders & alerts and advanced order types from the web. Use StreetSmart.com to monitor the market, access your accounts, and place trades while away from your primary computer.
The StreetSmart.com Quick Start Guide is not meant to replace product documentation. For a full list of available help topics, please refer to Online Help.
Past performance is no indication or guarantee of future results.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or other reasons.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Multiple leg options strategies will involve multiple commissions. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any option transaction. Call your local Schwab office or write Charles Schwab & Co., Inc. 101 Montgomery Street, San Francisco, CA 94104 for a current copy.
Stock and option symbols and price and volume data shown here are for illustrative purposes only. Charles Schwab & Co., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients. Schwab does not recommend the use of technical analysis as a sole means of investment research.
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