Quick Trade

Allows you to keep your Main Tab focus on information, such as a chart, while placing a trade.

Use instead of the Stock or Options Trade tab when you don't need to use any special conditions, such as All or None or Dividend Reinvestment, when placing your order.

The Quick Trade panel in the Quick Reference Panel allows you to quickly enter a stock or options trade in StreetSmart.com®. To access more advanced trading features, click the Trade Tab.

Stock Quick Trade Panel

Option Quick Trade Panel

The Quick Trade panel automatically adjusts to display options information after you enter an option symbol.

Stock and/or 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.

To place a Quick Trade:

Type a stock symbol or option contract into the Symbol field, if the one you wish to trade is not already loaded.

TIP: To load the same symbol in all symbol fields in the software, enable the Link Symbols setting in the > Global Settings window.

Select the Action for the trade: Buy, Sell, Sell All, or Short for equities and Buy to open, Buy to close, Sell to open, and Sell to close for options.
Enter the number of Shares or Contracts to trade.
Select a Venue. For information on each venue, refer to Order Routing Venues for more information, or Direct Access Order Routing if you have direct access enabled on your account.
Choose an Order Type. Refer to Order Types for details.
If a Limit or Stop/Limit Order Type was selected, enter a Limit Price.
If a Stop or Stop/Limit Order Type was selected, enter a Stop Price.
Select the Time In Force (TIF) that will determine how long the order stays active.
The TIF choices will change depending on the venue selected. For information on each venue, refer to Order Routing Venues for more information, or Direct Access Order Routing if you have direct access enabled on your account.
Click Verify Order (or Place Order if Order Verification is turned off in the Trading Settings).