Upbeat music plays throughout
Video Introduction Plays.
Narrator: Looking to rename your Schwab Brokerage, Bank, Charitable and Affiliate accounts? There are two ways to rename your Schwab accounts.
Screen transitions to account summary page.
Narrator: On the account summary page, navigate to your list of accounts and select the settings icon.
The arrow cursor selects the settings icon (a little gear icon) in the Accounts section.
Narrator: From here, you'll be able to rename your accounts by simply typing your desired name in the name field. When you're done, click Save.
"New name" is typed into the name field. The arrow cursor selects the Save button.
Narrator: You can also navigate to Profile, then select Account Groups. From here, just type in your desired account names in the nickname field.
The arrow cursor selects the Profile icon in the menu bar, then selects Account Groups from the dropdown menu. "New Name" is typed into the nickname field.
When you're done, click Submit.
The arrow cursor selects the Submit button.
Video outro plays.