The clip begins with a static top-down shot of a desktop. We see part of a plant, a coffee cup, a pair of glasses, a pen, part of a tablet, and a notepad with "To do list" written on top.
A hand enters the frame, picks up the pen and removes it from the frame. "Update trusted contacts and beneficiaries" appears next to an unchecked box below "To do list."
Upbeat music plays throughout
Narrator: You can easily add contacts or beneficiaries to your Schwab account. To add a person that Schwab would contact if we are unable to communicate with you regarding issues related to your account . . .
The frame cuts to a full screenshot of the Schwab.com client Account Summary page. Personal Value, Day Change, and 6 Month Change appear above a graph.
. . . choose "Profile" and select "Contact Information." Then click the "Trusted Contact" tab.
The cursor rolls over "Trusted Contact" in the main nav.
The cursor then clicks a "Trusted Contact" tab, and the screen changes to the "Trusted Contact Information" page.
You can also select the "Beneficiaries" tab to edit or manage the beneficiaries on each of your accounts.
The cursor then clicks the "Beneficiaries" tab, and the screen changes to the "Manage Your Beneficiaries" page.
Simply select "Edit Account" and follow the instructions for the task you want to complete.
We scroll down the Beneficiaries page, and the cursor clicks "Edit Account." The next screen lists a primary beneficiary and other information. The cursor hovers over the "Edit" link.
We cut back to the top-down shot of the desktop, zoomed in a bit closer to the "To do list" in the notebook. A check animates in the box next to "Update contacts and beneficiaries," indicating the task has been completed.
The screen fades to a dark blue background with text that says, Visit Schwab.com/HowToCenter for more videos.
The screen shifts to the Charles Schwab logo with the following disclosures beneath:
Investment Products: Not FDIC-Insured * No Bank Guarantee * May Lose Value
The information provided here is for general informational purposes only.
The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
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