Hello and welcome to the Quick Start video for the Account Details Tool available on Schwab's StreetSmart Edge platform.
Let's load the tool by clicking on launch tools, and then launching the Account details tool.
The Positions tab displays all your open positions with market and fundamental data for each. Use the Positions tab to close positions, add brackets or view lot details by right clicking on the security.
The Order Status page shows all order activity, including conditional and bracket orders, as well as the execution details of filled orders. Use the Order Status tab to Cancel or Change open orders, add or edit bracket orders and activate, edit or cancel (deactivate) conditional orders.
The Realized Gain/Loss tab displays realized profit or loss information for any positions closed during the current day.
The Transactions tab displays transactions for the current day, as well as transactions made within the last 90 days. The transactions view page is read-only, so the data cannot be manipulated, but can be exported for use with other programs such as MS Excel.
The Balances tab shows account values, margin information, and more detailed balance information for your account. For a quick, constant view of your balances, the Balances Bar is located at the top of your primary layout. Use the Show/Hide Balances button in the upper right corner of your screen to display or hide this information. All balances are automatically updated every minute or after a transaction, which ever happens first.
The Alerts tab allows you to set up alerts based on price, volume, or time criteria that will notify you in the Messages tool when the conditions of the alert are met.
Alerts provide notification only and do not place orders. Use Conditional Orders in the All in One Trade tool to set up instructions that trigger and place orders only when your criteria are met.
This concludes this Quick Start Guide for the Account Details tool on Schwab's StreetSmart Edge platform.
Please check out the Learning Center, and the Online Help Manual, both of which are located under the Help Menu.
Additionally, you can visit the calendar on Schwab.com/live for a schedule of upcoming live platform videos.
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