Descriptive Transcript
Video intro plays
Narrator: Interested in paperless delivery for monthly statements, tax documents, and more? You can receive specific documents from Schwab electronically or by mail based on your preferences. To get started, select Profile, then select Paperless.
Profile, then Paperless is selected
Narrator: If you'd like to enroll all eligible accounts and documents in paperless delivery, select Enroll Eligible Accounts.
Enroll Eligible Accounts is selected
Narrator: If you'd like to a physical copy of specific documents, like tax forms, scroll down and deselect the Enrolled box for any document you want to receive via the mail.
A checkbox is deselected
Narrator: When you're done making changes, select Save. Carefully review the terms and conditions, then select I Accept to save your paperless delivery settings.
Video outro plays