- Live online workshops
How to transition smoothly to
We want to help make sure your transition to StreetSmart Edge is as smooth as possible. So we organized the process of moving to StreetSmart Edge into three basic steps. If you need personalized help, just call us.
Before you download StreetSmart Edge, make sure you’ve completed the following:
Here’s what you need to do to get up and running with StreetSmart Edge:
- Download and install StreetSmart Edge. (Please note: Your Schwab account login will be required.) If you previously installed an older version of StreetSmart Edge, installing a new version will guarantee that you are up to date.
- Configure the platform using the Getting Started videos built right into the platform.
- Import your StreetSmart Pro watch lists. Learn how.
Use these helpful resources to get confident about using StreetSmart Edge:
- Register for live online workshops to help you make the transition to StreetSmart Edge. Workshops include overviews of benefits, features, and tools.
- Learn about specific StreetSmart Edge tools and features from online guides and tours as well as online or in-person workshops.
- Read the How to Use StreetSmart Edge Tools (Part 1) and (Part 2) articles by Schwab expert Randy Frederick.
Live online workshops:
Migrating to StreetSmart Edge® from StreetSmart Pro®.
Learn how StreetSmart Edge is ready for you.
Our live online workshops are designed to help those interested in migrating to StreetSmart Edge. We’ve incorporated nearly every feature from StreetSmart Pro, and consolidated them into a new, improved StreetSmart platform. So if you’re still using StreetSmart Pro, now is a great time to make the move to StreetSmart Edge.
Register for a one-hour session featuring:
- A brief overview of StreetSmart Edge’s features
- A demo of how to use your favorite tools in StreetSmart Edge
- Additional benefits of moving to StreetSmart Edge
Choose a workshop date and register today:
|December 6||4:00 p.m. ET|
|December 13||4:00 p.m. ET|
|December 20||4:00 p.m. ET|
|January 10||4:00 p.m. ET|
|January 17||4:00 p.m. ET|
|January 24||4:00 p.m. ET|
|January 31||4:00 p.m. ET|
|February 7||4:00 p.m. ET|
|February 14||4:00 p.m. ET|
|February 21||4:00 p.m. ET|
|February 28||4:00 p.m. ET|
There are currently no live webinars scheduled. Please contact us at 800-435-9050 for more information on switching to StreetSmart Edge.