How to Access Schwab Advisor StreetSmart Edge® layouts and configurations

How to Access Schwab Advisor StreetSmart Edge® layouts and configurations

Schwab Advisor StreetSmart Edge comes with a default layout and numerous pre-configured tools to help you begin using the application quickly. You can also configure many aspects of the application to meet your needs and preferences, and even create your own layouts. You can customize this layout or create to help you access various market information and trading tasks, further refining the application through the settings in the main menu and title bar.

Use this article to get started, and then see Help with configuring the application and Help with setting up layouts for detailed steps to set up the application.

  • Access Schwab Advisor StreetSmart Edge Tooltip   security access
  • Schwab Advisor Center StreetSmart Edge enrollment Tooltip

  Use this process to access the layout screen.

  1. Go to Schwab Advisor Center® >Trading > Schwab Advisor StreetSmart Edge to launch the application.
  2. After Schwab Advisor StreetSmart Edge has launched, tools are displayed as modules on the main screen. This work area is your layout screen.
  3. In the top left of your screen, change your layout by selecting an existing layout tab (i.e., Trade, Main Layout, Screen/Research) or click the + icon to create a new layout.

Layout Tabs

Use this process to view the title bar.

  1. Go to Schwab Advisor Center® >Trading > Schwab Advisor StreetSmart Edge to launch the application.
  2. At the top of your trading tools, view the title bar. You will see a symbol field, trading information, and a tool link icon.

Title Bar
Stock symbols and price and volume data shown here and in the software are for illustrative purposes only. Charles Schwab & Co., Inc., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients.

  Use this process to access the main menu in the application.

  1. Go to Schwab Advisor Center® >Trading > Schwab Advisor StreetSmart Edge to launch the application.
  2. In the top left of the screen, view the main menu. The main menu options include, File, Settings, Schwab Advisor Center®, and Help.

Main Menu

Once you have set up your layouts:

  • You can continue to customize your experience or start working in the application.
  • Save your layout to Schwab's server or a local file location of your choice.
  • Load previously-saved layouts as desired.
  • For additional questions about the application, call an AS Trading Representative at 800-930-4379, Monday—Friday from 8:30 a.m.—7:00 p.m. ET.

Articles

Introduction to Schwab Advisor StreetSmart Edge®

Help guides

Help with configuring the application
Help with setting up layouts