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Layouts & Global SettingsAccount DetailsQuotes & TradingThroughout this guide, you will see the following recurring symbols:Offers a tip to help you make the most of the toolShows you where you can find out more about a topicRefer to the final tab in this guide, Help & Education, for a listing of other opportunities to learn about trading withStreetSmart Edge.DisclosuresIf you have not yet attended any type of training for StreetSmart Edge, we highly recommend that you explore Schwab’sbroad range of resources to support you, available in various formats to fit your scheduling needs.Help & EducationShows you where right-click menus exist, for quick access to additional menus or actionsOther ToolsThis guide was created to highlight the more commonly used tools, features, and icons in StreetSmart Edge. It supportsthe other StreetSmart Edge educational resources, which include pre-recorded training seminars, live-online events, andlive in-person workshops. Those who have first used at least one of these educational resources will gain the most benefitfrom this guide.ChartsWelcome to the StreetSmart Edge Quick Reference Guide

Quick Reference GuideLayouts & Global SettingsThis layout provides the most commonly used tools:Account Details, Watch List, Symbol Hub. SymbolHub includes the News and Trade tools, as well as afully functional Chart tool.Trader LayoutResearch LayoutDesigned for active traders, this layout includesthe following tools: Account Details, Trade, Chart,Watch List, News.This layout includes both fundamental and technicalanalysis tools for researching securities. In addition toproviding Screener Plus, Watch List, and News tools,this layout also features the Symbol Hub tool. SymbolHub provides News and Trade tools, as well as a fullyfunctional Chart tool, complete with a MinichartCarousel and toggle button to switch between ResearchData and Live Market Data.TipTechnical LayoutOptions LayoutDesigned for options traders, this layoutincorporates options-related settings and viewsinto the following tools: Account Details, Trade,Chart, Watch List.Account NumberAdding additional layouts to yourworkspace allows you to switchbetween different, comprehensiveviews with a single click.Designed with the technical analyst in mind, thislayout features the following technical datagathering tools: Trade, Chart, Screener Plus.Login Session:CurrentMarketSessionHeader QuotesLive or DemoRight-clickUnread MessagesTime (Eastern)Workspace Zoom:Balances Bar tocustomize display.Live HelpMagnifies/Shrinks the viewof the workspace.TipNeed privacy, orjust more room?You can clickhere to hide theBalances Bar.TipCustomize your HeaderQuotes here, to showones that matter mostto you.TipAvailable Monday to Friday,8 a.m. to 6 p.m. Eastern TimeHave a quick question aboutyour account or the tradingplatform? Chat directly with alive Schwab rep using LiveHelp.Layouts & Global SettingsDefault Layout

Quick Reference GuideAccount DetailsBalances (Margin Account)TransactionsSet the custom date range to view up to 90days of transaction history.Account DetailsOnline HelpNot sure what the balancefigure represents? The OnlineHelp Manual provides anexplanation of each balancefigure.Order StatusOpen or partially filled open ordersContingent or conditional ordersFilled or cancelled ordersOrder StatusExpands view to revealadditional details of theorder.Right-clickTo set alert, chart,view news, columns& settings, etc.PositionsHold PeriodIndividual lot details,including hold periodand source.Short Term: Positionheld less than one year.Long Term: Positionheld one year or longer.TipDon’t know the origin of theshares? The Source columnshows whether the lot wasacquired through a trade,dividend, or corporate event.Indicates therow expands toprovide furtherinformation.Realized Gain/LossIndividual lotdetailsRight-clickTo set alert, chart,view news, columns& settings, etc.

Quick Reference GuideQuotes & Trading:Stocks & ETFsOpen order exists forthis securityPosition held in thissecurityLast tradeListed exchangeHard to Borrow Indicator:Change fromprevious closeIndicates whetherstock is up or downfor the day.Indicates shares may be hard toborrow for shorting purposes.Tool Link Icon:Windows with matching linkicons will update whensecurity symbol is changed.National BestBid/Offer (NBBO)Right-clickTo customize the NBBOfields that display.NASDAQ TotalViewEnhanced Level II(subscription required)For MarketDepth settings.TipHave a fixed dollar amount inmind? Use the dollar conversiontool to calculate the number ofshares at the current price.BidAsk/OfferRight-clickRouting Venues:To set alert, chart, view news,columns & settings, etc.SmartEx, Direct Routing (requiresagreement), Extended Hours Trading.Attempts to cancelthe last order forthe loaded symbol.For orders of over200 shares, sets aminimum quantityfor trade execution,or designates All orNone (AON).TipOnline HelpDescriptions and examples ofthese brackets are availablein the Online Help Manual.Time & SalesEdit your fee calculationto automatically includea commission allowancein the Estimated Cost orProceeds.TipUse this button tohide/show the tradeticket.Quotes & TradingRight-click

Quick Reference GuideQuotes & Trading:Options &Conditional OrdersOptionsRight-clickTo set alert, chart, view news,columns & settings, etc.Strategy ChooserOptions trading approval levelOption Symbol& QuoteStacked viewNumberofresults to showSide by Side viewView: BasicIn the Money:Displays only the in-the-money strikeprices that are closest to the currentprice of the underlying security.ContractsDisplays the strike prices, both in-themoney and out-of-the-money, that areclosest to the current price of theunderlying security.View: TheoreticalOut of the Money:Displays only the out-of-the-moneystrike prices that are closest to thecurrent price of the underlying security.Conditional OrdersOpen order exists forthis securityPosition held inthis securityAdd up tothreeconditionsSet custom expiration date, up to 60 calendar days.Load a previously saved template.Cost:When P&L selected as Variable,enter the cost basis into the Costfield.Right-clickTo access menu.Price Delta:Add up tothree ordersTipUse the same conditional ordersetup often? Save it as atemplate for easy access later.When the Price is set to “Bid” or “Ask,”this field allows the addition of a deltato the bid or ask price for the order.Conditional order summaryQuotes & TradingAround the Money:

Quick Reference GuideChartsOverviewAdd chart tabSet a specific daterange for the chart.At-a-glance timeframesDrag either side of the slider tolengthen or shorten thetimeframe displayed.Tab Sync is Off:All chart tabs willupdate to reflect asymbol change.Only the current chart tabwill update to reflect asymbol change.Specifies a specificnumber of chartingdays to display.Click and drag anywhere within theslider area to display the selectedportion of the historical chart inthe chart window.TipStudies & Drawing ToolsOnline HelpWant to learn more about these chart studies?Located under the Help menu, the online HelpManual provides descriptions for each study.Printing in black andwhite? Vary the linetypes and weights foreasier distinction.ChartsTipYou don’t have to add/delete studieseach time – simply click to temporarilyhide/unhide them from view.Tab Sync is On:

Quick Reference GuideOther Tools: Symbol Hub& Watch ListSymbol HubFull windowchart viewFull window marketdepth viewShow/HideTrade TicketMinichart CarouselTipWatch ListRight-clickOn a row to access commonfunctions, load to trading tool,chart, add alert, customize windowsettings, etc.Right-clickOn the tab label to rename orload a watch list templateRight-clickTo customize the columnchoices and window settings.Add a watch list tabIndicates active alert exists for security.Indicates there is recent newson the security. Click to viewnews.Tool Link Icon:Windows with matching linkicons will update when asymbol is double-clicked inthis tool.Other ToolsTo add multiple symbols,simply separate symbolswith a comma, then clickAdd to load them all.

Quick Reference GuideOther Tools: News& ResearchNewsScan for news for a specific setof securities.News timeframeTool Link Icon:Windows with matchinglink icons will updatewhen security symbol ischanged.News for a specific securityStreaming market newsSingle PaneModeDouble PaneModeScrollableModeIncrease/Decrease text sizeOther ToolsResearchCompany Earnings &Dividend InformationSecurity OverviewAnalyst RatingsFinancial & Growth metrics, Valuation, FinancialStrength, Management Effectiveness, MarginsTipWant to contact the companyfor more information? Whenavailable, the investor servicescontact information appearshere.

Quick Reference GuideOther Tools: Screener Plus& Recognia Right-clickScreener PlusOn the tab name or toopen a new screener.Tool Link Icon: Windows with matching linkicons will update when a symbolis double-clicked in this tool.Criteria used toproduce the resultsUpdate FrequencyNumber of matches and timeof last refresh.Other ToolsRecognia Online HelpLearn more about technicaleventsinRecognia’sEducational Material section.Sets up technical alertsfor a particular security.Technical Events for aparticular security.Recognia , Inc. is not affiliated with Charles Schwab. Schwab does not endorse any of the content or features made available to you in Recognia’s“Technical Insight” and “Strategy Builder” tools. Schwab does not recommend the use of technical analysis as a sole means of investment research.

Quick Reference GuideHelp & EducationIn StreetSmart EdgeOpens a Live Help windowOnline Help ManualLive HelpChat with a Schwab Representative.Available Monday to Friday,8 a.m. to 6 p.m. Eastern Time.By PhoneIn-PersonSchwab representatives are available to assist you 24 hours a day, 7 days a week.With nearly 300 brokerage branches locatedthroughout the United States, chances are,there’s a branch near you.1 (800) 435-9050Schwab Active Trader customer support1 (317) 596-4501Schwab customer support(if calling from outside the U.S.)1 (800) 345-2550TTY Service for the hearing impairedTipLooking for in-person opportunities toenhance your investing knowledge?Check here for upcoming events andcomplimentary workshops in your area.Online ResourcesActive Trader CommunitySchwab Learning CenterOnline HelpLearn from your fellow Active TradersLaunched in 2008, the Schwab Trading Community allows registeredActive Traders to engage with their peers, as well as with Schwabexperts, through online discussions, postings, blogs, and chats.Registered community members also get the chance to participatein exclusive live webcast/chat sessions with Schwab experts.To access or register: From StreetSmart Edge, click on theSchwab.com menu and select Trading Community.Help & EducationLooking for training onStreetSmart Edge? Find afull suite of on-demandseminars in Platforms &Tools.Schwab’s Learning Center is your single point of entry foreducation, seminars, and research dedicated to helping yousharpen your trading skills.Want to learn now? Find a variety of articles and on-demandpre-recorded seminars, available to you 24/7.Looking for a chance to ask questions? Locate and registerfor live-online seminars, or live in-person events in your area.To access: Log on to Schwab.com and, under the Researchtab, click on Learning Center.