Logging On & Off

Starting the Software and Logging On

1. Double-click on the StreetSmart Pro® icon located on the desktop (OR go the Windows task bar, click on Start > Programs > Schwab > StreetSmart Pro).
2. The main menu will open, and the Logon window will appear. (If you cancel the logon window, you can reopen it from the File menu.)
3. Type the Logon ID assigned to your account.
   NOTE: To logon to StreetSmart Pro® in either Live or Demo mode, you must have a Schwab Logon ID and Password (the same password you use for trading web site). The ID is either your Social Security number (domestic clients only) or a Customized User ID (applicable to all clients) . StreetSmart Pro® will not allow you to logon with your Schwab Account Number and Password. If you need help logging on to StreetSmart Pro® or setting up an User ID, please call your Schwab Active Trader Broker (domestic clients) or your Schwab Investment Specialist (Europe and Hong Kong customers).
4. In the Password field, enter the password you selected upon opening your account.
5. Click on Live Logon or Demo. When trading in Live mode you will effect changes to your portfolio using your own capital while Demo mode allows you to become familiar with the software and practice your trading in a simulated environment. Refer to Demo Mode for more information.
6. If the log on is successful, it will prompt the default layout.

Logging Off and Exiting the Software

1. To exit the system you must go to the main menu
2. Click on File > Exit
3. Click OK to close any subsequent dialog boxes that appear

OR

1. Click on the close button in the right-hand corner of the main menu.
2. The system will ask you to confirm the action.

NOTE: You will automatically be logged off if you close the Account Detail window.