Getting Started
October 1, 2026
Navigating the Clear Street platform
The Clear Street active trading platform is a web-based workspace for monitoring accounts, researching instruments, managing watchlists, and opening order tickets. The primary areas a user may see are Home, Portfolio, Discovery, Instruments, Omni AI, Watchlists, Account, Alerts or Notifications, and Disclosures.
Platform areas
| Area | What it’s for |
|---|---|
| Home | The launch point for account and market activity. It may show account-level summaries, market status, positions, margin utilization, a symbol search entry point, and a way to open an order ticket. |
| Portfolio | Reviewing account-level position and margin information. |
| Discovery | Market research such as news, screeners, and top movers. |
| Instruments | Symbol-level pages with market data, charting, options, news, positions, and activity. |
| Omni AI | The platform’s built-in AI assistant. Users can ask questions in plain language, research markets and symbols, check account data, and take actions like prefilling order tickets or running screeners. |
| Watchlists | Monitoring selected symbols and market activity. |
| Account | Managing personal settings, API keys, history, and funding flows. |
| Alerts or Notifications | Viewing platform alerts, notifications, and account or market updates when available. |
| Disclosures | Accessing disclosures and regulatory information available in the platform. |
When to contact Support
Contact Support if:
- A page is missing or not loading.
- Account, margin, position, or buying-power values look wrong.
- A user cannot access a feature they believe should be enabled.
- A user reports an outage, financial harm, or urgent trading blocker.