How to customize a Schwab Advisor StreetSmart Edge® tool display 

Tools in Schwab Advisor StreetSmart Edge offer you the ability to customize the application’s look and function. In addition, there are numerous tools available ranging from the All-In-One Trade Tool for your quoting and trading needs to Charts for technical analysis.

See the Related content section for articles that include more advanced customizations and actions.

How to customize a Schwab Advisor StreetSmart Edge® tool display 

To customize Schwab Advisor StreetSmart Edge, you will need the following:

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

Use this process to hide tool features offering a larger viewing area for the main screen.

  1. Go to Schwab Advisor Center® > Trading > Schwab Advisor StreetSmart Edge to access the application. 
  2. Navigate to the applicable tool from an existing layout or from the Launch Tools menu.
  3. On the tool's window, click the  

     icon to toggle between Streamlined and Standard (regular) views.

Use this process to customize colors of each element within the tool.

  1. Go to Schwab Advisor Center > Trading > Schwab Advisor StreetSmart Edge to access the application.
  2. Navigate to the applicable tool from an existing layout or from the Launch Tools menu.
  3. From the right-click or Actions menu within the tool, select Colors….
  4. In the Colors window, click the color squares to choose a new color for each listed element.
  5. Click OK to save the changes.

Use this process to customize the font of each element within the tool.

  1. Go to Schwab Advisor Center > Trading > Schwab Advisor StreetSmart Edge to access the application.
  2. Navigate to the applicable tool from an existing layout or from the Launch Tools menu.
  3. From the right-click or Actions menu within the tool, select Font….
  4. In the Font window, customize the font elements (type, size, bold, and italics).
  5. Click OK to save the changes.

Use this process to apply your customizations across all tabs, instances, or lists within a tool.

  1. Use the steps in the above modules to start your customizations.
  2. Before clicking OK, select the Apply to all [tool tabs/instances/lists] checkbox.
  3. Click OK to apply your changes.

Once you have customized your tool display:

  • You can continue to customize your experience or start working in the application.
  • 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 use Schwab Advisor StreetSmart Edge® tool tabs
Introduction to Schwab Advisor StreetSmart Edge®
Introduction to Schwab Advisor StreetSmart Edge® tools

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