Main Menu Bar

Use the Menu Bar at the top of your window for quick access to Schwab.com links, Live Help, layouts and other software settings, and more.

Main Menu Options

 

FILE

Logon

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

Logoff

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

Load Layout

Click to choose a saved layout.

Save Layout

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

Save Layout As

Click to save the layout as a new name.

Recently Used Layouts

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

Exit

Click Exit to logoff and close the software.

 

TOOLBARS

Click on any of the toolbars (except for the Status Bar) and drag it to move it to another location in your layout. Be sure to Save your layout under the File menu if you make layout changes you wish to keep.

Main Toolbar

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.

Balances Bar

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.

Chart Toolbar

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.

Status Bar

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.

Live Help Bar

 

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.

Customize

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:

 

SETTINGS

 GENERAL

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

Servers

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

Free-Floating Windows

  • 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.  

Auto-Save Layouts

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.

Inactivity Timeout

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.  

Update Equities P&L in Extended Hours

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.

Update Rate

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.

Open Links Using:

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.  

Folders

 

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.

Proxy

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

Fonts

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

Account Nickname

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

 

TOOLS

Start Tool

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.

Symbol Lookup

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.  

Find Active Tool

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

 

Schwab.com

Research

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

ETF Center

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

Briefing.com Calendar

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

Market Edge Ratings

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

Market Insight

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

OptionStreet®

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

Pre-Defined Option Screener

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.

Customizable Option Screener

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

Option Trade Assessor

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.

Option Strategy Finder

Screen for options strategies that make sense for your expectations

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

Lind-Waldock (Futures)

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

Account History

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

Account Performance

View your account performance on Schwab.com.

Account Transfers and Payments

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

Gain/Loss

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

StreetSmart Pro Courses

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

Trading Seminars & Webcasts

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.

Trading Community

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

Client Service

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.

Add Level II

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

Add Direct Access

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.

Agreements and Disclosures

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.

Accounts Summary

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

Trading Tools

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

StreetSmart Pro Center

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.

 

HELP

Live Help

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.  

Reconnect to Servers

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.

Online Help

Click to open these online help files.

Layout Assistant

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.

New Features

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

Update Available

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.

Update Details

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

About StreetSmart Pro

Click for copyright and version information for your software.

Auto Save Layouts

All layouts have been set to auto-save so that any modifications you make to a layout will be automatically saved when you log out of the software.

To disable this feature, go to Settings > General and uncheck Auto Save Layouts.

StreetSmart Pro Timeout Feature

StreetSmart Pro software is designed to automatically log out after a specified period of time of inactivity.

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." Member SIPC

 

Copyright ©Charles Schwab & Co., Inc. 2011. All rights reserved. Member SIPC. (0411-2708)