Introduction to Schwab Advisor StreetSmart Edge® Account Details tool

Introduction to Schwab Advisor StreetSmart Edge® Account Details tool

The Account Details tool within Schwab Advisor StreetSmart Edge enables you to view details about orders, alerts, balances, positions, and transactions. The information contained in the tool is presented in an easy-to-read and customizable format.

Key features:

  • Provides important account details in a table format.
  • Provides customizable tabs, font, and color settings.
  • Provides access to order status, alerts, balances, and more.

View important details about your account using the following tabs:

  • Order Status—View order activity and the completion details of filled orders. Cancel or change open orders; and activate, edit or deactivate conditional orders.
  • Today's Totals – View aggregate trade information to see progress of trades placed and filled. 
  • Balances—View master or client account values, margin information, and detailed balance information. 
  • Positions—View client account open positions with market and fundamental data for each position.
  • Transactions—View up to 90 days of client-level transactions in the account. By default, this tab displays transactions for the past 60 days.

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

Help Guides
Help with the Order Status tab
Help with the Today's Totals tab
Help with the Messages tool
Help with the Positions tab
Help with the Transactions tab

For additional questions about the tool, call Schwab Advisor Services at 800-930-4379 Monday–Friday, 8:30 a.m.–7:00 p.m. ET.