Narrator: Have an upcoming bill you would like to pay?
Screen fades to Schwab Homepage
Narrator: Click Move Money and select Pay Bills.
Mouse clicks "Move Money" and clicks "Pay Bills"
Narrator: From this page, you'll have two separate account options to choose from: Bank BillPay and Brokerage BillPay. If you're paying a bill using a Schwab checking account, you can continue without additional login details by choosing Schwab Bank BillPay. Alternatively, Brokerage BillPay will require additional login details. For this tutorial, we'll be focused on setting up a Brokerage BillPay username and password.
Mouse clicks "enrollment" under Schwab Brokerage BillPay.
Narrator: If this is your first time using Brokerage BillPay, you'll need to enroll your eligible account by clicking on enrollment. Schwab BillPay is not available for certain accounts, such as business, corporate, trust (except living trust), estate, custodial, international, and IRA accounts. Additionally, for your brokerage account to be eligible, you must have check writing features enabled. To enable these banking features, please navigate to the Debit Card and Checks Management section of your account.
A demonstration of where to enable check writing features appears on screen.
Narrator: You can choose between enrolling online or downloading the enrollment form to your device, which you can submit in a variety of ways including electronically using the secure message center. To complete enrollment, you will need to have your account number, account information, address and phone number for your account in order to complete the application process. With either enrollment method, you'll receive an email confirmation once your account is approved for BillPay. In just a few days, you'll receive welcome materials including Schwab BillPay Terms. A few days later, you'll receive a separate mailing with your initial four digit login pin. With this pin, you can log on to your Schwab Brokerage BillPay account.
Screen transitions to BillPay login page.
Narrator: Enter your username and pin.
Username and password is inputed.
Mouse clicks on login button.
Narrator: Upon successful login, you'll be prompted to change your password for the first time. You'll need to maintain this separate login username and password for Brokerage BillPay account. Additional, after each login attempt, you'll be emailed a one-time passcode, which you'll need to provide in order to access the account. Want to change your username or password? Simply navigate to the profile tab, select Change Schwab.
Mouse hovers over the Profile tab and clicks on Change Schwab BillPay Username and Password.
Narrator: Complete the required fields,
The form is filled out.
Narrator: and click Save Changes.
Mouse clicks on Save Changes.
Video outro plays.
Get started using Schwab BillPay® for your checking or brokerage account by setting up a username and password.