Mouse clicks on Trade. Dropdown Menu appears and mouse selects Bonds.
Schwab Disclosures appear onscreen. Page scrolls to the I Agree Button at the bottom of the page.
Narrator: If this is your first time purchasing a fixed Income product, you'll be required to complete a few disclosure agreements before moving forward.
Mouse selects I Agree. We cut to the Find Bonds & Fixed Income Product Page.
Narrator: After you've completed the agreements, our Fixed Income Offering page will appear. Here, you will have two options to choose from when purchasing a treasury – through the secondary market or treasury auction.
A highlight box encircles the Fixed Income Offering Table and Treasury Auctions link.
Narrator: You can explore the best available rate for each maturity range and treasury type using our Fixed Income Offerings table.
A highlight box encircles the U.S. Treasuries row within the Fixed Income Offerings Table.
Narrator: Found a rate that meets your criteria?
Mouse appears onscreen and hovers over the 4.68 rate found in the U.S. Treasuries Row and the 1-year column.
Narrator: Click on the individual rate to continue.
Mouse clicks on the 4.68 rate. The U.S. Treasury search listings page appears for the sample 1-year maturity range.
Mouse flies offscreen and a text box appears on the right-hand side. The text box reads:
Looking for a specific treasury?
Select Modify Search for advanced treasury filtering.
The text box flies offscreen. We scroll down the 1-year maturity treasuries search page.
Narrator: Next, you'll need to choose the Treasury that you would like to buy from the displayed search results. Want to learn more about an individual Treasury?
The mouse appears and hovers and clicks over the US Treasury 2.25% - 12/31/2023 link. A pop-up appears displaying the full treasury description and market depth tab.
Narrator: Click on the Treasury name to display a full Description page and select Market Depth to display real-time market Bids and Asks for that Treasury security.
Mouse clicks the Market Depth Tab within the popup.
The pop-up flies offscreen returning us to the 1-year maturity treasuries listing page. Mouse returns and hovers over the US Treasury 2.25% - 12/31/2023 link. A highlight box encircles the link.
Narrator: Once you've identified a treasury you would like to purchase. Select "Buy" on the left side of the offering.
The mouse moves left and clicks the Buy link. The order page appears.
Narrator: Next, verify the account you would like to use and cash available,
A highlight box appears and encircles over the account and cash available for the transaction.
Narrator: then begin providing your order details, which include number of treasuries and order type,
A highlight box appears and encircles the number of treasuries entered and the order type which displays as Limit. The mouse then moves and hovers over the Review Order button found on the left side of the page.
Narrator: and you're ready to review your order.
Mouse clicks on Review Order and the Verify Order page appears.
Narrator. Then, just confirm your details to purchase the treasury through the secondary market.
The scene transitions to the Find Bonds and Fixed Income Page. We zoom in closer allowing the table and links below to be displayed full screen.
Narrator: Looking to purchase a treasury at auction?
Mouse appears and hovers over Treasury Auctions.
Narrator: From this page, select "Treasury Auctions".
Mouse clicks on Treasury Auctions. A Treasury Auctions page appears.
Narrator: Here, you'll see a list of treasuries for you to choose from and buy.
Mouse clicks on the Buy link for US Treasury BILL 06/15/2023. The Order page Appears.
Narrator: You'll then be prompted to fill in order details, including dollar amount and order type.
Highlight box encircles the Amount in Dollars and Order Type.
Narrator: One key difference between secondary market and newly issued auction treasuries is the auto-rollover function.
Highlight box encircles the Auto Rollover feature. A text pop up box appears.
Narrator: Auto-Rollover lets you instruct Schwab to automatically reinvest the principal of your treasuries when they mature. This feature is only available when buying treasuries at Auction.
The text pop up flies across screen.
When you're ready, click Review to get a summary of your order details.
Mouse clicks on Review.
Narrator: Then, place your order.
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 "Buy a Treasury," 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
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.