Narrator: Looking to get the most out of your Schwab Mobile experience?
Screen fades to Schwab home page
Narrator: First, let's explore the Accounts section, where you'll be able to able to easily manage funds and view information about your accounts. Your Total Value will be displayed at the top of the Accounts page. To get a more detailed view, tap on the chart, where you'll be able to monitor your account Total Value within specific time frames.
Total Value chart is tapped
Narrator: Next, under Investment, you'll be able to see all the accounts which are contributing to your Total Value. If you'd like to view additional information about a specific account, simply select the account.
An account is selected
Narrator: Here, you'll be able to quickly monitor various details of an account such as its Positions, Gain or Loss, History and more. Next, navigate to Move Money.
Move Money is selected
Narrator: This is where you'll be able to directly manage the funds in your accounts. Features include transferring funds, depositing checks, sending money with Zelle®, paying bills and more. Simply select your desired action and follow the on-screen instructions to continue.
Transfer Funds is selected
Narrator: The Trade section is where all trade activity for your accounts will occur.
Trade is selected
Narrator: Here, you can place trades for Stocks & ETFs, Options and Mutual Funds. Simply select your desired tab and search for the security you'd like to trade.
Home Depot is searched
Narrator: Then, proceed by completing the on-screen order form with your order details. If you'd like to view the status of an existing order, tap on Order Status.
Market is selected
Narrator: Within the Market section, you'll be able to quickly monitor the performance of the stock market as well as access Watchlists you've created. To create, view or modify a Watchlist, select Watchlist.
Watchlist is selected
Narrator: To track a security, enter the name or symbol of the security you'd like to track.
Costco is searched
Narrator: If you're entering the name of a security, the search result will display associated symbols for you to select from. You'll then be provided with a more detailed view of the security where you can track its performance, trade or add to a Watchlist. To add the security to a Watchlist, tap on Add to Watchlist.
Add to Watchlist is tapped
Narrator: Then, select the desired Watchlist, and you're done.
My Watchlist is selected
Narrator: Additional resources found within the Market section include market indices, live broadcasts, breaking news, market updates and more.
Video outro plays
Manage your account, transfer money, place trades, research stocks and more using Schwab Mobile.