Descriptive Transcript
Video intro plays
Narrator: Looking to open an account on Schwab Mobile? To get started, tap More, then select Open An Account.
More, then Open An Account is tapped.
Narrator: From here, you'll be able to select the type of account you'd like to open. Please note that certain account types, such as Estate Planning and Inherited IRA, may require you to have additional documentation on hand to complete the application process. For this example, we'll proceed with a Brokerage account.
Brokerage account is tapped.
Narrator: Select whether you'd like to open an individual or joint account.
Individual account is selected.
Narrator: Then, continue to fill out the application form with your personal details and select your account preferences.
Application form is filled out.
Narrator: You'll then need to agree to the terms and conditions before clicking Continue to submit your application.
Continue is tapped.
Once you submit your application, your account may take a few days to be verified. In some cases, a Schwab representative may reach out if any additional information or documentation is required.
Video outro plays