Welcome to the StreetSmart Edge™ Quick Reference Guide

1 Layouts & Global Settings Account Details Quotes & Trading Charts Welcome to the StreetSmart Edge Quick Reference Guide This Guide was created to highlight the more commonly used tools, features, and icons in StreetSmart Edge. It supports the other StreetSmart Edge educational resources, which include pre-recorded training seminars, live-online events, and live in-person workshops. Those who have first used at least one of these educational resources will gain the most benefit Other Tools from this Guide . Throughout this Guide , you will see the following recurring symbols: Shows you where right-click menus exist, for Quick access to additional menus or actions Help & Education Offers a tip to help you make the most of the tool Shows you where you can find out more about a topic If you have not yet attended any type of training for StreetSmart Edge, we highly recommend that you explore Schwab's Disclosures broad range of resources to support you, available in various formats to fit your scheduling needs.

2 Refer to the final tab in this Guide , Help & Education, for a listing of other opportunities to learn about trading with StreetSmart Edge. Quick Reference Guide Layouts & Global Settings Layouts & Global Settings Default Layout This layout provides the most commonly used tools: Account Details, Watch List, Symbol Hub. Symbol Hub includes the News and Trade tools, as well as a Trader Layout Research Layout fully functional Chart tool. Designed for active traders, this layout includes This layout includes both fundamental and technical the following tools: Account Details, Trade, Chart, analysis tools for researching securities. In addition to Watch List, News. providing Screener Plus, Watch List, and News tools, this layout also features the Symbol Hub tool.

3 Symbol Hub provides News and Trade tools, as well as a fully functional Chart tool, complete with a Minichart Carousel and toggle button to switch between Research Data and Live Market Data. Tip Technical Layout Adding additional layouts to your Designed with the technical analyst in mind, this workspace allows you to switch Options Layout layout features the following technical data- between different, comprehensive Designed for options traders, this layout gathering tools: Trade, Chart, Screener Plus. views with a single click. incorporates options-related settings and views into the following tools: Account Details, Trade, Chart, Watch List. Current Login Session: Header Quotes Market Account Number Live or Demo Time (Eastern).

4 Session Right-click Unread Messages Workspace Zoom: Balances Bar to Tip Magnifies/Shrinks the view customize display. of the workspace. Need privacy, or Live Help just more room? You can click here to hide the Balances Bar. Tip Customize your Header Quotes here, to show ones that matter most to you. Tip Have a Quick question about your account or the trading platform? Chat directly with a Available Monday to Friday, live Schwab rep using Live 8 to 6 Eastern Time Help. Quick Reference Guide Account Details Balances (Margin Account). Set the custom date range to view up to 90. Transactions days of transaction history. Account Details Online Help Not sure what the balance figure represents?

5 The Online Help Manual provides an explanation of each balance Order Status figure. Expands view to reveal additional details of the order. Order Status Open or partially filled open orders Right-click To set alert, chart, Contingent or conditional orders view news, columns Filled or cancelled orders & settings, etc. Positions Hold Period Individual lot details, Short Term: Position including hold period held less than one year. and source. Long Term: Position held one year or longer. Tip Don't know the origin of the Indicates the shares? The Source column shows whether the lot was row expands to acquired through a trade, provide further dividend, or corporate event. information.

6 Realized Gain/Loss Right-click To set alert, chart, view news, columns & settings, etc. Individual lot details Quick Reference Guide Quotes & Trading: Stocks & ETFs Open order exists for Position held in this this security security Listed exchange Hard to Borrow Indicator: Last trade Change from Tool Link Icon: Indicates shares may be hard to previous close borrow for shorting purposes. Windows with matching link Indicates whether icons will update when stock is up or down security symbol is changed. for the day. National Best Bid/Offer (NBBO). Right-click To customize the NBBO. fields that display. NASDAQ TotalView Enhanced Level II. (subscription required). Quotes & Trading Right-click For Market Depth settings.

7 Tip Have a fixed dollar amount in mind? Use the dollar conversion Bid Ask/Offer tool to calculate the number of Time & Sales shares at the current price. Right-click Routing Venues: Tip To set alert, chart, view news, SmartEx, Direct Routing (requires columns & settings, etc. Use this button to agreement), Extended Hours Trading. hide/show the trade ticket. Attempts to cancel the last order for For orders of over the loaded symbol. 200+ shares, sets a minimum quantity for trade execution, or designates All or None (AON). Tip Edit your fee calculation to automatically include a commission allowance Online Help in the Estimated Cost or Descriptions and examples of Proceeds.

8 These brackets are available in the Online Help Manual. Quick Reference Guide Quotes & Trading: Options &. Conditional Orders Options Right-click To set alert, chart, view news, columns & settings, etc. Strategy Chooser Option Symbol Options trading approval level & Quote Stacked view Number of results to show Side by Side view View: Basic In the Money: Displays only the in-the-money strike prices that are closest to the current Contracts price of the underlying security. Around the Money: Quotes & Trading Displays the strike prices, both in-the- money and out-of-the-money, that are View: Theoretical closest to the current price of the underlying security. Out of the Money: Displays only the out-of-the-money strike prices that are closest to the current price of the underlying security.

9 Set custom expiration date, up to 60 calendar days. Conditional Orders Load a previously saved template. Open order exists for this security Cost: Position held in When P&L selected as Variable, this security enter the cost basis into the Cost field. Add up to Right-click three To access menu. conditions Price Delta: When the Price is set to Bid or Ask, . this field allows the addition of a delta Add up to to the bid or ask price for the order. three orders Conditional order summary Tip Use the same conditional order setup often? Save it as a template for easy access later. Quick Reference Guide Charts Overview Add chart tab Tab Sync is On: Tab Sync is Off: All chart tabs will Only the current chart tab update to reflect a will update to reflect a symbol change.

10 Symbol change. At-a-glance timeframes Set a specific date Specifies a specific range for the chart. number of charting days to display. Drag either side of the slider to Click and drag anywhere within the lengthen or shorten the slider area to display the selected timeframe displayed. portion of the historical chart in the chart window. Charts Tip You don't have to add/delete studies Tip each time simply click to temporarily Printing in black and hide/unhide them from view. white? Vary the line Studies & Drawing Tools types and weights for easier distinction. Online Help Want to learn more about these chart studies? Located under the Help menu, the online Help Manual provides descriptions for each study.