Welcome to StreetSmart Central™
This brief tour will show you how to access your account details, research potential opportunities, and place trades in StreetSmart Central™.
Orientation
Once logged on, you'll see headings across the top of the page to help you navigate. You can also search the website, access chat- and phone-based assistance, or view and customize notifications.
For each tab, you can select the tab-specific content to display, as well as a layout design. Click the gear icon to access tool and layout selections.
You can change the way the content appears on the page, as well as the content that is displayed. Once you have made any desired changes, click the X in the upper right corner to close out the settings window.
Account Management (Equities, Options)
Use the account selector dropdown to select the account you would like to view.
The Accounts tab allows you to monitor your account details, such as positions, balances, and orders, for securities or futures accounts, as well as access general website preferences. Skip directly to specific, detailed information by clicking on a subtab, or access the overview page by simply clicking the heading itself.
For subtabs that navigate to an area on the Schwab.com website, such as transferring funds or accessing transactions and statements, a new browser tab will appear, so that you can easily navigate back over to StreetSmart Central by clicking back over to the original tab.
For any of the sections, you can minimize the area using the minus icon beside the section title. To restore the window, click the plus sign.
For a more detailed view, such as cost basis or unrealized gain/loss, click "More Detail." In the Account Balances section, the More Detail link is where you can find specific margin and option balances, as well as settled funds.
Notice that you can take a variety of actions directly from the positions section. Click a symbol to get a quick quote at the bottom of the page, place a trade using the Trade link, or use the Actions dropdown for quick access to news or charts.
Trade
Use the Trade tab to access stock, options, and futures order tickets, and to track orders. Order tickets for bonds and mutual funds will be directed to schwab.com in a separate browser tab.
The Trade tab allows you to either go to a specific type of trade ticket, or go to the All in One Trade Ticket. The All in One ticket is a one-stop shop for submitting orders; it accommodates stock, options, futures, and futures options orders. To get started, enter the underlying security symbol or name, and select the strategy.
Remember to check the account selector, to make sure you are placing the order in the intended account.
Enter the Action and Quantity, and then proceed by entering the order type and duration.
If you would like to include additional parameters, click Create an Advanced Order. In this section, you can attach additional instructions, such as a trailing stop exit, or One Triggers Other.
To the right of the trade ticket, you'll find a mini window with convenient access to your current balances, positions, and orders, to help you keep track of current conditions. You can also keep an eye on the current quote information here.
Once you have entered all of the trade information, click Preview to review and submit the order.
Once the order is submitted, you can track it in Order Status.
Quotes
Access a variety of quotes, historical data, and charts under the Quotes tab. In addition to detailed quotes and historical prices, you can access the options chains, futures chains, and futures options chains here.
You can also access interactive, streaming charts in the Quotes tab. To get started, enter a symbol and select the type of chart - basic, streaming, or volatility view.
Use the dropdown menus to further customize the view:
• By Chart type
• Period
• Adding studies to the chart
• And adding studies below the chart
Once you have the chart set up the way you'd like, click New to save the settings for future use.
Research
Now let's take a look at the available research in StreetSmart Central. Under the Research tab, access a variety of market news and information in the Research Center. Keep track of upcoming dividends, economic reports, and corporate events, and access market commentary.
Other specific information under Research includes futures research, futures and options expiration calendars, corporate and economic calendars, as well as additional market and ETF research available through Schwab.com. Clicking on one of these links will open a new browser window, for easy navigation back to StreetSmart Central as needed.
Toolbox
From screening to analyzing ideas, the Toolbox provides traders with resources to help add structure and efficiency to the trading process. The Tool Center lists the various tools, with descriptions, and can be filtered by activity. Click View Tool to launch it.
Toolbox is also the place to find the Trade Calculator and Option Pricer.
This completes the introductory tour of StreetSmart Central.
For additional information and education on StreetSmart Central's tools and features, please check out the Educate tab, as well as the Online Help Manual, which is located under the Help Menu. You can also use the chat or contact icons at the top of StreetSmart Central for live assistance.