Intro plays
Narrator: Looking to find your tax forms on the Schwab Mobile a pp? To begin on an iPhone, log in and tap the More tab. If you're using an Android device, this will appear as a triple bar menu icon.
The More tab is tapped
Narrator: Next, scroll down to the Documents section and select 1099 Dashboard, this is where you'll find the majority of your current tax year forms.
1099 Dashboard, under Documents is tapped
Narrator: Select an account to review the associated tax form document. To download the document, tap the share icon. Review the pop up message and, if you want to proceed, tap Yes, Continue. Finally, choose how you want to download the form. Please note, when downloading the tax form, the document is stored outside the Schwab Mobile app.
An account is tapped and the tax form PDF comes on screen. The share icon is tapped and a pop up message appears warning that if you download your document, your download will no longer be securely stored in the Schwab mobile app. “Yes, continue” is tapped, dismissing the pop up and the phones share options are shown. “Save to files” is tapped
Outro plays