Trading platforms and resources to maximize U.S. investing

Access the U.S. market and new investment opportunities with Schwab Hong Kong, a trusted and experienced partner for U.S. investing.

In this guided video, you'll get an up close look at some of the resources, tools, and guidance available to you when you open a Schwab Hong Kong U.S. dollar account.

After you open an account and log in, you'll see a selection of tabs including: Accounts, Trade, Research, Products, and Service.

On the Accounts tab, you are able to see the total value of all your accounts, along with the Day Change activity. Below that is a summary for each individual account.

The Balances page is where you can see your cash and investment balances, as well as funds available to trade or withdraw for each account.

On the History & Statements page, you can see all transactions that have occurred over the last 24 months, view statements, trade confirmations, and documents for previous years. You can also view the realized gain or loss that resulted from your trades.

You may fund the account by initiating wire transfers or depositing checks. You may withdraw funds by submitting an outgoing wire transfer under the "Wire Transfer" tab.  Additional account funding instructions can be found on schwab.com.hk before you login or contact us for more details.

When you're ready to place a trade, simply click on the Trade tab and choose the security you'd like to trade. Order Status shows how your open orders are performing while Watchlist lets you monitor the stocks you're interested in.

The Research tab provides you with current market information including news for U.S. and international markets. It's also home to charts for U.S. and other global indices as well as insights from both the Schwab Center for Financial Research and independent sources for a more balanced perspective. Our proprietary stock selection method "Schwab Equity Rating" provides a simple A through F letter grade indicating Schwab's outlook on approximately 2,700 U.S. securities.

The Products tab provides you with information about our investment products.
The Service tab is where you can make changes to your account information, and enroll to have your documents sent to you electronically instead of by mail.

Lastly, at the bottom of every page you'll find up-to-the-minute market indices information and our quote lookup tool to help you stay on top of the market.

If you have any questions while using the Schwab website, call 852-2101-0500 during our business hours or email at us any time; Schwab Hong Kong's investment professionals are U.S. licensed with broad experience and we are here to help.

All of this only scratches the surface of the Schwab website. To learn more about how we can provide you with easy access to the U.S. market, contact us about opening a Schwab Hong Kong U.S. dollar account.

StreetSmart Edge^® -- The platform that thinks like a trader
Schwab's premier trading platform StreetSmart Edge was designed to think like a trader, so you can take advantage of trade opportunities in the U.S. market.

Throughout this demo, you'll see what it's like to use StreetSmart Edge to check your positions, assess the markets, find and analyze trade ideas, and enter orders.

We'll start by taking a look at a customized account layout focused primarily on tracking your portfolio.

You can review your current balances and buying power in Account Details. At the top of the screen, you can also track key balances you choose, with the ability to hide them when needed.

In the Positions tab, you can see position information down to individual lot details, as well as realized gain/loss for your closed positions.

You can also create additional layouts to streamline your trade process, such as finding ideas, monitoring broad markets, or whatever your strategy calls for.

Now let's see how to check out what's happening in the U.S. markets.

We'll start with Streaming News, which provides a continually updated newsfeed from sources such as Briefing dot com, Reuters, and others.

You can also watch a commercial-free live stream of the CNBC broadcast in the U.S., European, and Asian markets right on your desktop.

Streaming, interactive charts provide a rich view into the markets and indices. You can adjust the timeframe, or apply a range of technical analysis tools.

Here, you see that the NASDAQ has had a rally today.

Using Screener Plus's predefined screener of top gainers in the NASDAQ, it looks like ZL Communications in telecom is on the rise.

We'll add ZL Communications to a watchlist, which we'll explore further in a bit.

Now it's time to further research ZL Communications. We'll start with fundamental analysis.

The fundamentals of a security are easily viewed by right clicking on the security's name from the watchlist. This brings up the Research tool, populated with the information for that particular stock.

The earnings tab is an intuitive snapshot of the security's most recent earnings report. A glance at ZL's Earnings Per Share indicates that the stock could be currently oversold.

Reviewing Schwab and third-party analyst ratings, it looks like ZL also has a five-star rating from Morningstar Equity Research.

You can also research additional corporate strength metrics, such as cashflow, revenue, or earnings per share.

Within the Launch Tools menu there are a number of other powerful tools to help you identify opportunities and generate ideas, such as the momentum tool for gauging activity, and the high/low tool for identifying securities making 52-week highs or lows.

Now let's review the technicals for ZL Communications.

To determine where it is trading relative to its support and resistance, choose from a variety of technical studies built into StreetSmart Edge, such as Simple Moving Average and Bollinger Bands, which we see here.

As you can see, there are a number of other studies and overlays to choose from.

There are strong indicators that ZL Communications may have broken through its resistance zone and is now in an uptrend.

You can also access additional third-party technical analysis tools to help you assess potential entry and exit opportunities, including chart pattern recognition from Recognia.

Now that we've identified and analyzed ZL Communications with both fundamentals and technicals, we're ready to make a trade.

Start by loading the symbol into the All-In-One Trade Tool. This powerful order entry window allows you to define the parameters of the full trade--from entry to exit--for stocks and single- or multi-leg option orders.

Based on the analysis, you're going to buy it now, when it's appeared to have just broken through its prior resistance.

Once the parameters are set, review the order and confirm the trade. You're now trading ZL Communications!

You can track the progress of your open position within the price chart with this easily identifiable icon, showing where you got in.

So now you've seen how to identify a trading target by analyzing the market as a whole, validate the idea through fundamental and technical analysis, and place a trade with conditional parameters that fit your strategy.

Along with powerful trading tools, Schwab provides you with extensive insight, robust educational resources, and personalized service that can help you become a better trader. Make the most of your trading when you open a Schwab account today.

The downloadable Schwab Mobile app is optimized for smartphones and tablets to help you stay on top of your trading wherever you are.

Designed to provide a seamless experience from our online platform to your mobile device, Schwab Mobile helps you do everything from managing your account to tracking your portfolio and the market to finding investment ideas so you can act on them.

Start with a look at your accounts' values and day change.

From there, choose a specific account for a look at how your positions are doing. You can dig in further for details on recent price movement, volume, news, and more.

From the Gain/Loss tab, you can see the overall change for your account as well as for each position.

From the trade tab, you can view Order Status to edit or cancel the status of any open or filled order.

For a look at what's going on in the market, view real-time quotes and read or listen in on the latest Schwab Market Update as well as breaking news. You can even view a live stream of CNBC TV.

Once you've found a potential investment idea, research it further with Schwab Equity Ratings and company news.

Add stocks to your watchlist for real-time updates on those companies.

When you're ready to place a trade, easily build orders from the same intuitive trade tab. Real-time push notifications will let you know when your trade has been executed.

You also have the ability to securely log in to Schwab Mobile using fingerprint recognition features on select devices.

And on certain smartwatches, you can monitor market headlines, stock quotes, your customized watchlist, and more at a glance.

Wherever you are, take the power to go from inspiration to action with Schwab Mobile.

Download the app today and start investing in the U.S. market.