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Trading Software: Account Management


Know exactly where you stand in the market to analyze your profit potential and manage market exposure, with powerful account and order control tools.

Customizable Balance Bar

Customizable Balance Bar

View your intraday account values, cash balances, buying power, profit-and-loss data, and more.

  • Displays at the top of StreetSmart Edge® for easy reference.
  • Quickly and easily customize the bar or hide it with a single click.
Account Details Tool

Account Details Tool

View and access your account details in a tabular format, including:

  • Order status
  • Balances
  • Positions
  • Transactions and more

Order Status and Details

Order Status and Details

Access order information and view order details, then change or cancel orders—all from the same window.

Realized Gain/Loss

Realized Gain/Loss

See profit or loss including:

  • Estimated commissions
  • Cost
  • Day's net realized profit and loss

Become a Schwab Trading Services client today.


Get 500 commission-free online equity and options trades for two years.