How to use Schwab Advisor StreetSmart Edge® tool tabs

How to use Schwab Advisor StreetSmart Edge® tool tabs

Most tools in Schwab Advisor StreetSmart Edge display in a tabbed format, making it easy to customize and organize your tool windows. In tools, you will be able to create new tabs, save tabs, rename tabs, and more.
See the help guides in the Related content section for more advanced tab customizations.

To use the tool tabs 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 create new tabs within your tools. Note: Some tools do not offer tabs as a feature.

  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 tool's main window, use one of the following options to create a new tab:
    • Click the + icon next to the existing tab to create a new tab.
    • Right-click on the tool screen and select New [tool name].*   
  4. Add a name for the tab and then press Enter to save the name.

*This option may not be available for all tools.

Use this process to save new or existing tabs to the application.

  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. Right-click the tab you want to save and select either Save [tab name] or Save [tab name] as file….
    • Save [tab name]—Saves a tab as part of the software.
    • Save [tab name] as file…—Saves an unlimited number of tabs to your computer. 

Use this process to open a saved tab.

  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. Right-click on a tab and select either Open [tool name] Tab or Open [tool name] Tab from File….
    • Open Tab—Opens tabs saved to the software.
    • Open Tab from File—Opens a file saved to your computer. 

Use this process to rename a tab within a selected 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. Double-click on the tab name to activate the field and rename the tab.
  4. Press Enter to save the new name.

Use this process to rearrange the order of your tabs.

  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. Click and drag the tab to a new location on the tab bar.

Once you have created, saved, renamed, or rearranged your tabs:

  • 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 customize a Schwab Advisor StreetSmart Edge® tool display
Introduction to Schwab Advisor StreetSmart Edge®
Introduction to Schwab Advisor StreetSmart Edge® tools

Help guides
Help with Account Monitoring & Trading tools
Help with Finding Opportunities tools
Help with Research & Analysis tools
Help with Trader's Marketplace tools