Narrator: Looking to place a future dated wire transfer?
Screen fades to Schwab home page
Narrator: To begin, navigate to Move Money and select Send Wire.
Mouse clicks Move Money and selects Send Wire
Narrator: Then, select the account that you’ll be sending money from.
A brokerage account is selected from the dropdown
Narrator: Note that Schwab Bank Investor Checking accounts are not currently eligible for online wire transfers. To wire money from this account type, you will need to complete & submit the wire transfer authorization form to proceed. For this example, we will proceed with a brokerage account. To quickly send money to an account that you’ve sent a wire to before, click on the link above Wire type. This option will automatically fill out the form using previous wire transfer details. Otherwise, for the Wire type, there are three options to choose from. For this example, we’ll select Domestic.
Domestic is selected for the Wire type
Narrator: Then, enter the amount you’d like to wire and the date you’d like to schedule the wire for. You’ll be able to schedule a future dated wire transfer for up to 90 days from the day you’re currently scheduling from.
A wire of $5 is scheduled for 4/21/2023.
Narrator: Then, continue to fill out the remainder of the wire transfer form. If you have any further credit instructions, such as when purchasing a home, be sure to include them by selecting Yes under Further instructions.
The wire transfer form is completed
Narrator: Once you’ve completed the form, click Continue.
Mouse clicks on Continue
Narrator: Then, review your wire information. If everything looks correct, click I agree to each of the Terms and conditions and click Submit to begin your wire transfer.
Each of the terms and conditions are agreed to and mouse clicks Submit