The clip begins with a static top-down shot of a desktop. A notebook appears with "To do list" written at the top. The top of a potted plant sits above the notebook next to a pen and part of a digital tablet.
"Invest in a mutual fund" animates on to the notebook in a hand-written font. A hand enters the frame and places a cup of coffee down.
To invest in a mutual fund you're interested in, click "Trade", and then choose "All-In-One Trade Ticket".
The screen fades to the Schwab.com platform.
A cursor rolls over and clicks "Trade", then clicks "All-In-One Trade Ticket." The screen cuts to a new screen.
From the dropdown menu, select the account you'd like to use.
The cursor clicks a dropdown, revealing several account options. The cursor then clicks one of the accounts.
Type in the symbol or name of the mutual fund to pull up the current price details.
The cursor clicks the "Symbol" field and the letters PREIX are typed in. Once entered, price information for PREIX appears to the right.
Choose "Buy" from the "Action" dropdown menu and enter the amount you'd like to invest, along with the reinvestment option you prefer, if any.
The cursor clicks the "Action" dropdown and selects "Buy." When that happens, more fields and options appear. The cursor clicks the "Amount in Dollars" field and "100" is typed in.
The cursor rolls down to three options for "Reinvest" and chooses "Dividends and capital gains."
For mutual funds with transaction fees, you'll need to select the transaction fee option you prefer.
The cursor rolls over to two options for "Transaction fee" and chooses "Deduct fee from total."
Click "Review Order" and, if all the details look correct, click "Place Order."
The cursor clicks a "Review Order" button and cuts to a new screen with a summary of the trade details. The cursor then clicks the "Place Order" button. The screen cuts to an "Order Received" verification page.
Upbeat music plays in the background.
We cut back to the top-down shot of the desktop, zoomed in a bit closer to "To do list" in the notebook. We see a checkmark animate in the box next to "Invest in a mutual fund," indicating that the task has been complete.
The screen transitions to a dark blue background with "Visit Schwab.com/HowToCenter for more videos."
The screen fades to the Charles Schwab logo with the following disclosures beneath:
Investment Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
Investing involves risks, including loss of principal.
Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 1-800-435-4000. Please read it carefully before investing.
The information provided here is for general information purposes only and is not intended to be a substitute for specific individual tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.