Getting Started FAQ

StreetSmart Edge is "Inspired Trading, By Design." The platform was created to reduce the learning curve, allowing traders to focus on trading. By focusing on the trader's workflow, StreetSmart Edge® provides a robust trading experience that blends sophistication with ease of use.

To access StreetSmart Edge®, log on to www.schwab.com. Click Trade and then click Trading Tools. You will be automatically directed to the page where you can download Edge by clicking on the Download button under the Edge graphic.

Yes, you can keep track of your gains and losses, and monitor you balances real-time. Additionally, you will have access to streaming quotes and real-time charting.

StreetSmart Edge® gives you the ability to place the same types of orders that StreetSmart Pro does. You can place Market, Limit, Stop Limit, Trailing Stop and Trailing Stop Limit orders. You also have the ability to add a Bracket to your primary order or filled order. Additionally, you can place various types of Option orders, depending on your Option approval level. For more information about order types, click here.

StreetSmart Edge® offers Options Participant Top of Book quotes and Options charting. Additionally, you are able to customize the quote function, to include Option Greeks, Midpoint and more. Trade basic and multi-leg Options with automatic electronic access to all primary listed Options exchanges.

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." Supporting documentation for any claims or statistical information is available upon request.

With StreetSmart Edge®, you can customize up to 20 real-time charts with up to 20 tabs, to help support your research and strategy needs. You can choose from multiple chart styles, timeframes and technical indicators. For additional information on the technical indicators available in StreetSmart Edge, click here.

Chart pattern recognition in StreetSmart Edge® is provided to users by a third party program from Recognia. The application may help support your decision making by automating pattern recognition of more than 60 chart patterns, indicators and standard oscillators. You are also able to set up custom screens and email alerts, and monitor real-time technical analysis.

Recognia, Inc. is not affiliated with Charles Schwab. Schwab does not endorse any of the content or features made available to you in Recognia’s tools. Schwab does not recommend the use of technical analysis as a sole means of investment research. Strategy testing past performance data should not be construed as indicative of future results.

StreetSmart Edge® gives you the ability to immediately implement trading strategies with a series of three default layouts. These default layouts will be displayed as tabs to help expedite set up time.

StreetSmart Edge® has many customizable features to help support your trading strategy.

To set up a custom layout, go to Launch Tools in the upper right-hand side of your screen. You will see a toolbar containing icons for all of the Tools available to you in the platform. Click the icon corresponding what you want to add. Continue to add to the layout, until you have added the Tools you need to support your Trading Strategy.

If you would like to add additional layouts, click the + next to the Layout tab. The default label on the tabs will be Layout 1, Layout 2, etc. You are able to rename the tabs by right-clicking and selecting Rename Layout.

If you are not sure where to start, use one of the StreetSmart Edge default layouts. To view more information, click here.

To resize a window, move your mouse over the edge of a tool until a double-sided arrow appears. Click the left mouse button and hold it to "grab" the edge of the layout. While continuing to hold down the left button, move the mouse until the window is the appropriate size.

To move a tool, left click and hold it at the top of the window. Drag the window to where you would like to see it within the layout.

To add tools to an existing layout, first click on the layout tab to select the desired layout. Next, click on Launch Tools drop-down button on the right side of the screen near the top. The tool selector will appear to allow you to select a tool.

After a tool has been selected, it will appear in the center of the currently selected layout. Drag the tool by the top bar to the desired location within the layout.

Resize the tool by dragging the edges or corners. (To drag, put your mouse over the top bar or over the edge or corner until arrows appear, hold down the left mouse button, drag the pointer to the desired position, then release the left mouse button.)

There are many resources available to help you with StreetSmart Edge®. Try going to the Getting Started Guide via the Help menu or, you are able to access the user manual as you are now.

Visit the Trading Seminars & Articles page for articles, seminars and more information on the market, technical trading, risk management, and investing strategies.

Your Trading Services Broker can answer your questions via either Live Help instant message chat, or phone at 1-800-435-9050.