Narrator: Looking to see customized information about specific securities on your watchlist?
The Schwab.com Summary page appears with a large arrow cursor that follows the steps the narrator describes.
Narrator: To get started select Trade, then select Watchlist.
The cursor follows these directions and the Schwab.com Watchlist page appears.
Narrator: If you haven't already created a watchlist, this page will display your automatically tracked securities for each of your Schwab brokerage accounts. Select the desired watchlist from the drop-down menu.
The cursor follows these directions and selects My Watchlist
Narrator: If a custom view hasn't been set up yet, you'll be prompted to do so before moving forward. For this example, we'll have a custom watchlist already set up. To edit the data that displays here select Customize, then select Edit columns.
The cursor follows these directions, and the Edit columns pop-up window appears.
Narrator: Now you can add or remove the columns of your choosing to the custom view.
The cursor selects and de-selects some options.
Narrator: Scroll down to see all of the available options. When ready, select Next.
The cursor selects the next button, and the pop-up window changes to the Arrange columns window.
Narrator: Then reorder your data points by dragging them by the grab handle icons displayed to the right of each selection.
The cursor rearranges the order of the data points.
Narrator: Select Save to save your custom view preferences. The custom view will update automatically and your selected data points will now display.
The watchlist page refreshes with the new data points in the selected order.
Narrator: The columns that display can be changed at any time to suit your needs.
The altered columns are highlighted on screen.
Video outro plays.
Create and edit a customized view of your watchlists on Schwab.com