Main Menu Bar

Click Logon to connect to your account and begin receiving data.

Click Logoff to exit your account and disconnect from the servers.

Click to choose a saved layout.

Click to save changes to the current layout under the same layout name.

Click to save the layout as a new name.

The last five layouts used are listed for convenient loading. Click on the name of the layout you want to see.

Click Exit to logoff and close the software.

Click to hide or display the main toolbar where you can access many of the tools in your software. Hover your mouse over an icon in the toolbar to see what it will open. For more information about the toolbar, visit the Toolbar topic.

Select among several account statistics to display in your StreetSmart Pro® window at all times. For more information on configuring the statistics displayed, visit the Balances Bar topic.

Click to hide or display the Chart toolbar, which gives you quick access to chart features such as trend lines, retracements, and other chart settings. Hover your mouse over an icon in the toolbar to see what it will open. See Chart Toolbar for more information on this tool.

Click to hide or display the server and order routing status bar at the bottom of the software window. See Status Bar for more information.

Click to hide or display the Live Help bar, which you can click to open a chat session with a StreetSmart Pro client support representative.

NOTE:  It is important that you do not use the Live Help panel in StreetSmart Pro 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 by Schwab.

The Customize menu option provides you with access to customize the information displayed in the Balances Bar, Chart Toolbar, and Status Bar.  Click Customize, and then select the toolbar you wish to customize, or you can right-click on the toolbar and select Customize...

For Balances Bar, the following window will open:

For the Chart Toolbar, the following window will open:

For the Status Bar, the following window will open:

Check the routing venues you wish to monitor in the Status Bar at the bottom of your window. If the route is available, it will display in green; if unavailable, red.

You may also indicate whether the Caps Lock and/or Number Lock should be permanently enabled or disabled in the software by checking/unchecking those options.

The checked boxes will then display at the bottom status bar as shown below:

You must log off after making changes to many of these fields for the changes to take effect.

These fields for making server adjustments should only be changed after consulting with a Schwab Active Trader Broker or Technical Support Services representative.

• Check to allow windows to move outside the main application frame (to view on multiple monitors, for example).  
• When unchecked, all windows will open within the main application frame.  

Automatically saves the current layout of your screen when you exit. If you do not want to save your layout upon exiting, uncheck this box.

Customize the amount of time that you wish to remain online before the software logs you off due to inactivity.  

• Select a number between 1 & 8. The default setting is 1.  
• When you change this setting, a confirmation message will appear in the Messages window.  
• Logging off and then back on is not required for this setting to take effect.  

When checked, allows you to choose Last Trade Price or Bid/Ask Price to calculate after hours P&L. When unchecked, P&L calculations will use the closing bid/ask to calculate P&L, so the calculation will not update after hours.

Increase or decrease your Update Rate. This will control the speed of the data that your CPU must process. If you have a slower processor, it may be helpful to reduce this rate. Move the pointer between Slow and Fast to control how many times per second your window refreshes.

Choose between Internal or External Browser.  

• Controls whether web browsers launch within (internal) the cockpit or as a separate window (external).  
• Applies to the Education Weblink icon, right-click links to Schwab.com Research & Extended Quotes, and News links.
• Logging off and then back on is not required for this setting to take effect.  

The Folders settings provide a way to save certain types of files used by the software in a predictable location. Type the location or click Browse to find a location in which to save each of the following types of files, then click OK when you are finished.

You can change Proxy configurations if you use a Proxy server or are behind a firewall. Contact your Network Administrator for the appropriate settings.

Change the font, style and size as well as the Script style of your balances that are displayed at the top of the application.

You can assign a nickname to the account you're viewing by entering the nickname and clicking OK.

This feature allows you to change the windows that are open in the software.  Windows listed on the right can only have one open instance; put a check next to the windows you wish to have open.

Use this tool to look up the name or symbol of a company. For example, if you do not know the symbol for a company, you can type in the full or partial name of the company and get back a list of companies with similar names, along with their symbols.

In the main menu, click Tools > Symbol Lookup or click the icon in the toolbar.

• Enter the name or as much partial information as you have and click Enter. You may also check the Symbol option and simply enter a ticker symbol to get a company name. This can be done for either Stock or Index.
• The closest matches to what you entered will appear at the top of the list.  
• You can load the data directly into the Quotes Window by right-clicking the symbol and selecting Load [symbol] into Trading Window.
• Clicking on Name and Index will give you a list of all indices.  

Restores active windows that may be hidden or minimized. Click Find Active Tool, and then select the window you wish to view.

Opens a Schwab.com browser session to the Quotes & Research tab.

Use our single source ETF Center for finding, comparing, and researching exchange-traded funds.

Keep tabs on upcoming events in the market, such as earnings releases.

Access stock ratings, workshops, market commentary, and much more from Market Edge.com.

Get insightful market and investing commentary by Schwab Center for Investment Research.

Access Schwab.com option trading tools, including advanced options, screeners, calculators and more.

Select from a list of 24 Schwab-defined screeners to help identify stock and option trading candidates.

• Screen on open interest, volatility, put/call ratio, volume, and more.
• Screen for trading candidates in real time.
• Use quick links to trade, research, and option chains.

Help identify options contracts based on criteria you specify.

• Screen on both the underlying stock and option criteria.
• Screen for price, volume, P/E, volatility, intrinsic value, and more.
• Screen for trading candidates in real time.
• Quick links to trade, research, and option chains

Find calls, puts, and multi-leg trades easily.

• Screen for contracts based on your forecasts of an underlying security's volatility, price movement, desired return, and time horizon.
• Enhanced to include puts and calls.
• Sophisticated pay-out charts based on option greeks.
• Max gain and loss calculations, static and expired rate of returns.

Screen for options strategies that make sense for your expectations

• Identify strategies that meet your criteria
• Help find a feasible options strategy.

If you have a futures trading account, access it here through this link to the Lind-Waldock site.

Open a Schwab.com browser session to your account history.

View your account performance on Schwab.com.

Manage and view any transfers or payments coming in or out of your Schwab.com account.

View the Gain/Loss tab on Schwab.com for a more in-depth look at your account.

Access information and schedules for StreetSmart Pro courses through Schwab.com.

Register for informative live online workshops on subjects ranging from getting started with your software to stock screening and risk management; hosted by Schwab Investment Professionals.

Connect with other investors in Schwab's active investor community.

Go directly to the Customer Service page of Schwab.com where you can get more information on transfers and payments, account services, managing your profile, and much more.

Click here for instructions and information on subscribing to Level II data.

If you already have a subscription to Level II data service, you may qualify for Direct Access trading, which allows you to target and send orders directly to ECNs and NASDAQ Market Makers. Select this menu item to get more information on Direct Access trading.

View the user agreements that may be associated with your account. If you have questions about which agreements apply to your account, contact your Schwab Active Trader representative.

Get an overview of basic balance information for your account(s) on Schwab.com.

See what services, tools, and products are available to you based on the type of account you hold with Schwab.

Access the StreetSmart Pro Center of Schwab.com where you can learn more about the product, download the latest version, access online seminars, and more.

The Live Help window allows you to communicate directly with a Schwab Active Trader Representative without having to pick up the phone. Just open the Live Help window, type your question, and the representative will respond in real time.

Sending Messages:

1. In the Main Menu, click Help > Live Help or click the icon in the toolbar
2. Type in the message under Enter Message
3. Click Send
4. To clear previous messages, click Clear.
5. Click Exit to close down the box.

NOTE:  It is important that you do not use the Live Help window in the Schwab® trading platforms 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.  

If the Status Bar indicates you have been disconnected from the server (one of the two indicator lights would be red) and automatic reconnection was not successful, click Reconnect to Servers.  

If the problem persists, log off and try logging on again. Contact your Schwab Active Trader team if you are still unable to connect.

Click to open these online help files.

The Layout Assistant helps you identify the right layout for your style of trading. Click through the tabs at the top of the window and move your mouse around the screen to see a description of each window highlighted on the right.

Once you have found a layout you wish to use (you can continue to customize the layout once you have selected it), click Select This Layout.

Click to read about the new features of the version you are using.

The Update Available feature will be enabled when an update is ready for download and installation. This allows you to download updates at your convenience. Use the Update Details feature to see what changes have been made in the latest update.

Opens a page in the Online Help that lists important updates and enhancements made since the last major release.

Click for copyright and version information for your software.