Animation: Video intro plays
Narrator: Looking to get the most out of your Schwab.com experience?
Firstlet's explore the Accounts sectionwhere you'll be able to easily manage funds and view information about your accounts. Your Total Value will be displayed at the top of the Accounts page. Nextunder Accountsyou'll be able to see all the accounts which are contributing to your Total Value. If you'd like to view additional information about a specific accountsimply select the account.
Animation: Account is selected
Narrator: Hereyou'll be able to quickly monitor various details of an account such as its Market Value, Day Change, Gain or Lossand more. To conveniently perform tasks with positions you currently holdselect the dropdown menu found to the right-most side of each position.
Animation: Dropdown menu is selected
Narrator: Hereyou'll be able to buy or sell sharesset security alertsanalyze transaction history and more. To modify the columns displayed under Positions Details, click Settings. Thensimply select which columns you'd like to displayadjust their column orderand click Apply.
Animation: Settings is selectedthen columns are clicked
Narrator: To fund your accountnavigate to Move Money.
Animation: Move Money is selected
Narrator: This is where you'll be able to directly manage the funds in your accounts. Features include transferring fundssending a wirepaying billstransferring an accountand more. Simply select your desired action and follow the on-screen instructions to continue. Additional features such as check deposits are available through the Schwab Mobile app.
If you're looking to place a tradenavigate to Trade and select All-In-One Trade Ticket.
Animation: Trade is selectedthen All-In-One Trade Ticket
Narrator: From hereyou'll be able to trade a variety of securities from a single location. Trade types include Stocks & ETFsand Mutual Funds. Simply select your desired strategy from the drop-down menu and search for the security you'd like to trade. Thenproceed by completing the trade ticket with your order details.
To manage your accountnavigate to Profile. From hereyou'll be able to manage various account settings. Features include managing your Security Settingsupdating your Contact Informationmanaging your Beneficiaries, selecting your Paperless preferences and more.
To access these features on the godownload the Schwab Mobile app at schwab.com/mobile.
Animation: Video outro plays