Introduction to Schwab Advisor StreetSmart Edge®

Schwab Advisor StreetSmart Edge offers configurable market information and trading environment that can be easily adapted to your needs. Within this application, you can stream real-time data, such as quotes and news, and discover potential trade ideas using robust trading tools.

Introduction to Schwab Advisor StreetSmart Edge®

  • Search for investment opportunities—Integrated tools and common workflows act together, so identifying opportunities and supporting trade decisions is fast and easy.
  • Research and analyze potential trade opportunities—Enhanced research and stock analysis features provide more ways to help you make faster, informed decisions.
  • Place trades—Intuitive trading environment to move from opportunity to action with simple, complex, or conditional trade orders.
  • Manage accounts—Greater account and order control to monitor performance and manage market exposure.
  • Customize the platform—Flexible environment that grows with you as your skills or strategies change; you can add or modify tool features to fit your needs.
  • Various Quote Feeds—You have various options for receiving real-time streaming market data, ranging from the no-cost CBOE One Feed to fee-based subscriptions from NYSE, Nasdaq and OPRA. For more information, click on the Market Data Pricing Guide.

You can access the application from Schwab Advisor Center®. Click Trading and then select Schwab Advisor StreetSmart Edge. If the link is not present, use this process to access the platform:

  1. Check with your Firm Security Administrator to determine if the Access Advisor StreetSmart Edge access function is an available option for your firm.
  2. Have your Firm Security Administrator assign the Access Advisor StreetSmart Edge access function to your Schwab Advisor Center userID.
  3. Contact an Advisor Services Trading Representative at 800-930-4379 to complete the enrollment. The representative will explain the various market data options available to you along with any additional forms and recurring fees that may be required. Once all processing has been completed, allow up to 48 hours to activate access.
  4. Once the above steps are complete, clicking on the Schwab Advisor StreetSmart Edge link will launch the application into a separate Citrix-window.

System requirements

Schwab Advisor StreetSmart Edge is a cloud-based solution that uses the internet to access the application. You can use the program on any computer, however, for the best software performance see Schwab Advisor StreetSmart Edge system requirements.

LayoutsLayouts in Schwab Advisor StreetSmart Edge are like views you can create to help organize your work space. Each layout contains tool combinations for different trading tasks. For example, rather than trying to fit all of your research and trading tools on one screen you can create one Research layout and one Trading layout and easily flip between the two.
Title barThe Schwab Advisor StreetSmart Edge title bar provides important trading information related to a chosen symbol. In the title bar, you can load different symbols and link tools together.
Settings

In the application, you can customize a variety of settings, such as:

  • Global settings–Set up global settings to customize the entire application rather than individual tools.
  • Trading settings–Set up trading settings to control notifications and alerts.
  • News settings–Customize which News Providers you wish to receive news from in the News tool.
  • Options settings–Customize filters to apply to Option Chains. Note that an options data subscription is required to receive options quotes.
Feature/toolUse this feature or tool to…
Title barView trade information, such as quotes, ticks, and change percentages for specific security symbols.
Main menuAccess global tasks in the software, such as managing your layouts and general settings.
Block Trade IndicatorView large quantity trades, which can affect market liquidity.
ChartView data in a streaming and customizable format.
CNBC TVView a commercial-free live stream of the CNBC TV broadcast.
ETF ScreenerFilter through over 600 ETFs to based on chosen criteria.
High/LowView stocks that break through daily or 52-week highs and lows.
MessagesStay informed about changes to order status, market status, and Schwab notification.
MomentumObserve the aggregate recent activity (uptick, downtick, refreshed quotes, etc.) of a security.
NewsStream real-time, news from Thomson Reuters, Associated Press, United Press International and more.
NotesCreate notes of information you need while you trade.
ResearchView fundamental data for a company. Fundamentals include earnings data, analyst ratings, and metrics around valuations, growth, financial strength, and more.
Screener PlusIdentify securities meeting certain criteria by setting up custom screens or using predefined screens.
Symbol HubAccess trading, quotes, charts, news, and research.
Symbol LookupNarrow your search for symbols to certain types of symbols, such as preferred stocks, ETFs, and indices.
Third Party OffersAccess discounted third-party resources from the application.
TradeAct on a security's most up-to-date trading data.
All in One Trade ToolAccess the trading actions you use most.
Watch ListsMonitor a wide range of streaming market data (Last Trade, Volume, etc.) about securities of interest to you.
Web BrowserBrowse Schwab Advisor Center account management and research resources without leaving the application.

Setup

How does my office get set up for Schwab Advisor StreetSmart Edge? 
Contact your Advisor Services sales or trading representative to start the process. They will help you determine your market data needs. When ready, you'll complete the necessary forms in the Professional Market Data Subscription packet and return them to us to process your access request.

What market data is available in the platform and are there any associated costs? 
Schwab offers market data subscriptions for Schwab Advisor StreetSmart Edge ranging from the no-cost real-time CBOE Equities One Feed to enhanced market depth supplied from the NYSE, Nasdaq and OPRA exchanges. Because financial advisors are considered professionals in the eyes of the exchanges, market data subscription fees apply. For more details on the offerings and associated costs, please see the Advisor Services Market Data Pricing Guide.

Note: The trading version of Schwab Advisor StreetSmart Edge requires the Streaming Level I quote subscription at a minimum.

Is Schwab Advisor StreetSmart Edge software that I have to obtain and install? 
Schwab Advisor StreetSmart Edge is cloud-based and launched from the most common browsers on either Windows or Mac operating systems. The platform does require the installation of an easily installed client software called Citrix Receiver to operate. For more information, please see our System Requirements.

I'm enabled for the trading version of Schwab Advisor StreetSmart Edge. Is a Security Token required? Is there a way to launch the application without the token? 
Because Schwab Advisor StreetSmart Edge leverages your Schwab Advisor Center credentials, use of the security token will be required if the token is used already – this applies to both trading and quote-only versions of Schwab Advisor StreetSmart Edge. For users in non-trading roles having access to the quote-only version of Schwab Advisor StreetSmart Edge, use of the security token is not required.

What are the software requirements in order to operate the platform?
Schwab Advisor StreetSmart Advisor system requirements for users on the Windows and Mac operating systems are as follows:

ComponentMinimumRecommended
Operating SystemWindows 10 or later 64-bit Operating System
(Touch screens and tablets not certified)

Mac OS X 10.11 or higher
Windows 10 or later 64-bit Operating System
(Touch screens and tablets not certified)

Mac OS X 10.11 or higher
BrowserMicrosoft Edge
Chrome
Safari
Firefox
Microsoft Edge
Chrome
Safari
Firefox
OtherYou will be required to install a Citrix® application to provide the secure connection to Schwab servers.
Internet Connection
(download speed)
10+ Mbps (Wireless not recommended)15+ Mbps (Wireless not recommended)

System requirements are accurate as of June 21, 2023, and are subject to change.

Is there a way to launch Schwab Advisor StreetSmart Edge without having to navigate to the Trading section of Schwab Advisor Center? 
Yes! When you initially launch the platform from the Schwab Advisor StreetSmart Edge page, a new page appears to notify you the platform is being started. This page provides a link that, when clicked, will save a browser-based shortcut to your computer's desktop. Double-clicking on this shortcut in future instances will prompt you to log into Schwab Advisor Center, and upon successful logon, immediately launch Schwab Advisor StreetSmart Edge. This will save you from navigating within Schwab Advisor Center yet will establish the single sign-on connection between the two platforms.

Platform Functionality

Is Schwab Advisor StreetSmart Edge the same product as StreetSmart Edge? 
Schwab Advisor StreetSmart Edge is a sister product to StreetSmart Edge and contains much of the same features and functionality. There are notable differences, however. Schwab Advisor StreetSmart Edge leverages Schwab Advisor Center credentials and provides single sign-on connectivity between the two platforms. Also, Schwab Advisor StreetSmart Edge supports both client and master accounts, where block trades can be placed. There are other differences due to technology and licensing reasons but over time, you can expect Schwab Advisor StreetSmart Edge to have most of StreetSmart Edge’s features in addition to customizations made for advisors.

How do I import ticker symbols into a watch list within Schwab Advisor StreetSmart Edge? 
The simplest way to accomplish this is by copying a list of comma-separated, all-capitalized ticker symbols and pasting them into the "Add Symbol(s)" field of a watchlist within the Watch List tool. This field supports up to 150 symbols.

For additional methods of importing a spreadsheet with ticker symbols, please contact an Advisor Services Trading Representative.

Can a watch list be exported from the platform for use elsewhere? 
Yes! The easiest way to do this is by clicking on the Actions dropdown within the watchlist you want to export. In the resulting menu, select the "Export…" option to save the export file to a file location of your choosing.

Can CNBC be launched on multiple layouts? 
Only one instance of CNBC TV may be open at a time. However, because it operates as a separate tool, it can be opened on another monitor and expanded into a full screen if desired.

What type of charting capabilities does the application offer? 
With SASSE, you can customize up to 20 real-time charts with up to 20 tabs, to help support your research and strategy needs. You can also choose from multiple chart styles, timeframes, and technical indicators. See Introduction to the Schwab Advisor StreetSmart Edge Chart tool for more information.

Product Awareness and Education

Is there a Live Help or instant message tool? 
At this time, Schwab Advisor StreetSmart Edge does not offer chat functionality with an Advisor Services Trading Representative. This is, however, on our roadmap as a future enhancement.

I have more questions not answered here. Who can I contact? 
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

How to access Schwab Advisor StreetSmart Edge® layouts and configurations

Help guides

Help with configuring the application
Help with setting up layouts

For additional questions about the application, call a Trading Services Broker at 800-930-4379, Monday – Friday from 8:30 a.m. – 7:00 p.m. ET.