Main Tool bar

The Main Tool Bar allows quick access to individual windows in the software.

Click anywhere in the main menu, and then hover your mouse over a button to see a ToolTip indicating which window it will open.

To enable, click Toolbars > Main Tool Bar in the main menu.

 

The Main Tool Bar can be displayed vertically on the left/right hand side, or the top or bottom of the frame, or it can be removed to be a free-floating window.

To move the Main Tool Bar:

  1. Move your mouse pointer to the thin bar on the top of the Main Tool Bar.
  2. Click and drag the window to the location of your choosing.
  3. Let go of the mouse button.
     

Values in parentheses indicate the maximum number of windows that can be open at any one time.

Toolbar Icons

Start Tool

Opens the Start Tool window, which allows you to add new or additional tools to your layout.

Trading Window (20)

Opens a Trading window, which is where you can see Level I and II data and place all Stock, Options, Advanced Options trades (Options and Advanced Options trading is available to approved clients).

Charts (20)

Opens a Chart window, where you can see a graphical depiction of a symbol's price movements for the last minute up to the last few years. If you use technical analysis in your trading, you can also view a variety of Studies in the chart window and draw several different types of trend lines.

Create a Duplicate Chart by clicking the drop-down arrow and selecting the chart you wish to clone.

Strategy Tester (1)

Opens the Strategy Tester window where you can search through historical performance results of back-tested technical strategies.

Watch List (6)

Opens the Watch List, which allows you to create or view built-in watch lists of stocks and select what data you wish to see for each list, including options data, news, level I data, price change, volume, daily high/low, and much more.

My Positions (1)

Works like the Watch List window, but only displays symbols in which you have an open position.  

News (3)

The News window lets you query for news on a specific stock, list of stocks, or keyword. Or you can have it alert you to breaking news across the market.

Dynamic Ticker (3)

Opens the Dynamic Ticker window, which provides instant "signals" for a customizable list of stocks based on the activity of every Market Maker, ECN or Exchange. Available to Level II subscribers only.

Top Ten (2)

Opens the Top Ten window, which you can customize to show NASDAQ and/or NYSE stocks that are the biggest gainers or decliners, as well as the stocks with the highest volume. There is also an Options Top Ten window available from the Tools > Start Tool menu.  

High/Low (4)

The High/Low window shows you stocks and indices that are approaching or have broken through a daily or 52 week high or low price.  

Sectors Tool (5)

Opens the Sectors window, which displays basic values, such as price change and volume, for stocks organized by Sector, Industry, and Sub-industry.

Stock Screener List (10)

Opens a Stock Screener window in which you can run a stock screener query and get a customizable list of the results.

Symbol Lookup (1)

Open the Symbol Lookup window to search for the company name of a symbol or vice versa.

Education Web Link (10)

Click on the Education Web Link icon in the toolbar to access Schwab and StreetSmart Pro's educational material including:

  • Interactive Live Online Workshops
  • Archived Online Seminars
  • Live Local Workshops
  • Option trading education series
  • Self paced trading platform training
  • Webcasts

Web Browser (10)

Opens an internet browser within your software.

Live Help (1)

The Live Help window allows you get live help from a Schwab Active Trader Representative. Though you may not place trades through this tool, you may ask questions about the software, check on shortable shares available for a particular stock, ask questions about your account, etc.

The Live Help button is on a separate toolbar from the main toolbar and can be toggled on and off from the Toolbars drop-down in the Main Menu.

 

NOTE: The Account Detail window cannot be accessed using the Main Toolbar. When you logon, the Account Detail window will populate with information from the primary account associated with your logon ID or Social Security number.

The Messages window is tied to the Account Detail window. To reopen this window, go to View > Messages in the Account Detail menu, or go to the software main menu and select Tools > Find Active Tool and select Account Detail.

 

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