The information you want. The tools to take action.
All in one place.
Schwab Trading Services
Introducing
Trade Source
A new way to trade on Schwab.com
Trade Source™ delivers data and news relevant to your portfolio along with powerful trading tools in a single destination. With this new option on Schwab.com, you can now you can spend less effort getting the information you want and more time acting on it.
Experience Trade Source NowLog into your account and go to the Trade Source tab.
Not a Schwab Trading Services client? Enroll today.
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Access Trade Source by clicking the tab in the main navigation.
2
Enter a symbol to research individual securities with fundamental, technical, and portfolio information.
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Get a quick look at your overall portfolio and account information.
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View key details about your positions and get more information with a single click.
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Monitor important news and events that could affect your positions.
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Follow orders, major domestic and international indices, and your watch lists.
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Place stock, ETF, and multi-leg options trades and quickly return to your workflow.
Enhance your trading experience at every step.
Discover how with Trade Source.
Take Action >
Learn how you can use Trade Source to act on trade ideas quickly and easily on Schwab.com.
Watch Video
Next
Put Trade Ideas into Action
Open the trade ticket from anywhere in Trade Source to conveniently build and enter an order. Act on ideas you’re researching more quickly with your watchlists, account and market information, and trade ticket all in one centralized location.
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Quickly Build Orders
When researching an idea or monitoring a position and you decide it's time to act, the All-In-One Trade Ticket will automatically populate the symbol and display current market information when you're ready to take action. When the order is submitted, you can get right back to where you left off.
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Stay on Top of Market Changes
Set a variety of alerts for changes in price, volume, and earnings, or when news, research, and reports are released.
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Place Options Orders
Trade options from the same ticket as stocks and ETFs. Automatically build orders directly from the options chains or build your own custom trades, including 3- and 4-leg options trades.
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Track Your Portfolio >
Easily get a visual assessment of your portfolio by scanning positions, values, and intraday gain/loss information for equities and options. Make sense of what's going on in your accounts individually or track the positions in all of your Schwab brokerage accounts at once.
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Monitor the Market >
Stay up to date with important news and events that could potentially affect your holdings, including technical conditions and fundamental events, delivered directly to your porfolio view. You can also view major index quotes and the most current prices of securities on your watchlists to keep an eye on current trends.
Watch Video
Find Trade Ideas >
With a click, view in-depth fundamental, technical, and portfolio information about a stock or ETF to efficiently research potential trading opportunities. You can also access current and historical dividend information including key dates, frequency, and yield.
Watch Video
Simple by Design
Trade Source was designed with the trader in mind.
It’s streamlined but not reduced, robust but not complicated. Trade Source centralizes the best features of Schwab.com in a single location so you can better focus on what’s most important to you. And with relevant information presented directly to you, you reduce the amount of work that goes into each trade.
Trade Source was designed with the trader in mind. Streamlined but not reduced, robust but not complicated. Trade Source centralizes the best features of Schwab.com in a single location so you can better focus on what’s most important to you.
"I like how much information is available without having to switch web pages."
"A great improvement on presentation of data."
"Great to see all of the content, charts, etc. in one place and be able to trade right from one screen."
Try Trade Source now and access demo videos and webinars that can help you get the most from your trading on Schwab.com.
Want to talk with a Schwab
representative about Trade Source?
800.435.9050 800.435.9050
Schwab Trading Services™ (formerly known as Active Trader or Active Trading services) includes access to StreetSmart® trading platforms and the Schwab Trading Community, as well as priority access to Schwab trading specialists. Call 800-450-0669 to request access (a Schwab brokerage account is required). Schwab reserves the right to restrict or modify access at any time. Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.
The speed and performance of streaming data may vary depending on your modem speed and ISP connection. Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled “Characteristics and Risks of Standardized Options.” 
Supporting documentation for any claims or statistical information is available upon request.
Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account.
Securities and market data are shown for illustrative purposes only, and should not be considered recommendations, offers to sell, or solicitations of offers to purchase any security.
Schwab does not recommend the use of technical analysis as a sole means of investment research.
©2015 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0315-1602)