How to get started with the Schwab Advisor StreetSmart Edge® Account Details tool

You can customize the settings in the Account Details tool in Schwab Advisor StreetSmart Edge by using the steps below to better view account information such as orders, current day trading summaries, balances, positions, and transactions.

See the Help Guides referenced in the Related content section for additional details on specific tab settings and customization.

How to get started with the Schwab Advisor StreetSmart Edge® Account Details tool

To use the Account Details tool in Schwab Advisor StreetSmart Edge, you'll need the following:

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

Use this process to rearrange the tabs in the Account Details tool.

  1. Go to Schwab Advisor Center® > Trading > Schwab Advisor StreetSmart Edge to access the application.
  2. Navigate to the Account Details tool from an existing layout or from the Launch Tools menu.
  3. You will see the Order Status, Balances, Positions, and Transactions tabs available in the Account Details tool.
  4. Click on a tab and drag it to the left or right to change the order of the tabs.

Use this process to adjust the font settings in the Account Details tool.

  1. Go to Schwab Advisor Center > Trading > Schwab Advisor StreetSmart Edge to access the application.
  2. Navigate to the Account Details tool from an existing layout or from the Launch Tools menu.
  3. Each tab has its own customizable font settings, but you can also use the same settings across all the tabs, once you have customized the settings. 
  4. Navigate to a tab, click on Actions then select Font
  5. Select a font face, font size, and whether you want the font bolded (click on B) or italicized (click on I), check Apply to all Account Details tabs (if you want the same font settings to apply to all the tabs in the Account Details tool) then click OK.
  6. Repeat Steps 4 and 5 for each tab, unless you have chosen to apply the same settings for all the tabs.

Use this process to adjust the color settings in the Account Details tool.

  1. Go to Schwab Advisor Center > Trading > Schwab Advisor StreetSmart Edge to access the application.
  2. Navigate to the Account Details tool from an existing layout or from the Launch Tools menu.
  3. Each tab has its own customizable color settings, but you can also use the same settings across all the tabs once you have customized the settings. 
  4. Navigate to a tab, click on Actions then select Colors…
  5. Customize the element (background, highlight, and font) colors, check Apply to all Account Details tabs (if you want the same color settings to apply to all the tabs in the Account Details tool) then click OK
  6. Repeat Steps 4 and 5 for each tab, unless you have chosen to apply the same settings for all the tabs. 
  7. To go back to the default colors, return to Colors…, click on Reset to Default Colors then click OK.

Once you have customized the Account Details tool:

  • You can continue to customize your experience by referencing the Help Guides listed in Related content or start working in the application
  • For additional questions about the application, call Schwab Advisor Services at 800-930-4379 Monday–Friday, 8:30 a.m.–7:00 p.m. ET.

Articles
Introduction to the Schwab Advisor StreetSmart Edge® Account Details tool

Help guides
Help with the Messages tool
Help with the Order Status tab
Help with the Today's Totals tab
Help with the Balances tab
Help with the Transactions tab