The clip begins with a static top-down shot of a desktop. f part of a plant, part of a coffee cup, part of 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 and picks up the pen. Then we see "Build an ETF or mutual fund portfolio" animate on the page underneath "To do list" next to an unchecked box.
Upbeat music plays throughout.
Narrator: If you'd prefer help when investing in mutual funds or exchange-traded products, which include ETFs, the Personalized Portfolio Builder simplifies the process.
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.
To start, roll over "Research" and click the product you're interested in. From this page, click "Portfolio Builder."
We see the cursor roll over "Research" in the main nav and click "Mutual Funds." We cut to a Research Tools page where we see the cursor click "Portfolio Builder."
Here, select the type of investments you're looking for . . .
We cut to a page with the question "What type of investments are you looking for?" There are three options: Mutual Funds with taxable bonds, Mutual Funds with municipal bonds, and Exchange Traded Funds. The cursor selects "Mutual Funds with municipal bonds," then clicks the green "Continue" button.
. . . your risk profile . . .
We cut to the next question in the process, "What do you want from your portfolio?" There are five options ranging from Conservative to Moderately Conservative to Moderate to Moderately Aggressive to Aggressive. The cursor selects "Moderately Conservative" and clicks the green "Continue" button.
. . . and your initial investment amount.
We cut to the final question in the process, "What's your initial investment?" We see the cursor click the blank field and the amount "$20,000.00" typed in.
The tool will then generate suggestions for several categories of funds, including U.S. Large Cap, Small Cap, International, and Fixed Income. You can customize the allocations as you want and buy the selected funds all at once for your own fund portfolio.
We cut to a Portfolio Builder screen that recaps the selections just made. As we scroll down the page, we see sections dedicated to each of the fund categories mentioned. The cursor selects one of five options for each category. At the bottom of the page, the cursor hovers over the green "Trade" button.
We cut back to the top-down shot of the desktop, zoomed in a bit closer to "To do list" in the notebook. We see a checkmark animate in the box next to "Build an ETF or mutual fund portfolio," indicating the task has been completed.
We cut to a dark blue background with text that reads "Visit Schwab.com/HowToCenter for more videos."
The screen fades to the Charles Schwab logo with the following disclosures beneath:
Investment Products: Not FDIC-Insured * No Bank Guarantee * May Lose Value
Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. Please read it carefully before investing.
The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.
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.