Upbeat music plays throughout.
Narrator: Bank transfers are one of the most popular methods used to fund accounts with Schwab.
This video is going to show you how to connect an outside bank to your Schwab account and then transfer funds into it.
Animation: The schwab.com client account summary page appears on the screen.
On-screen text: For Illustrative Purposes Only.
Narrator: Once you've logged in to Schwab.com, navigate to Transfer & Pay. Then click Link External Bank.
Click Add Account.
Animation: Mouse selects a brokerage account.
Narrator: Next, pick which Schwab account to link your external account to.
Then click Continue.
Read through our terms and conditions and the other details about how Schwab will use your bank account information. Click Continue.
Before entering your account info, verify that you're the account holder. Then type in the routing number, account number, and pick whether it's a checking or savings account. You can provide a nickname for the account.
Next, review and accept the Terms and Conditions and click Submit.
When the account is linked, you'll get a confirmation message that you can begin transferring money.
Animation: The schwab.com client account summary page appears on the screen.
Narrator: To make a transfer, select Transfer & Pay and click Transfer Funds.
You can transfer cash, a position, or positions and cash.
Narrator: To move money, select Cash only.
Animation: Mouse selects an external account to transfer funds from. Then, the mouse selects a brokerage account to transfer the funds to.
Narrator: Then choose the account to transfer funds from, the account to move them to, the amount, the transfer date, and whether this will be a one-time or recurring transfer.
Then click Continue.
Review and confirm your transfer details and finally click Submit.
Visit schwab.com/howtocenter for more videos.
On-screen text: [Schwab logo] Own your tomorrow®
