Narrator: Looking to send money to an account that you’ve sent a wire to before?
Screen fades to Schwab home page
Narrator: To begin, navigate to Move Money and select Send Wire.
Mouse clicks on Move Money and selects Send Wire
Narrator: Select the account that you’ll be sending money from.
An 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. Then, click on the link directly below the account selection.
“Send a wire to account you’ve sent wire to before” is selected
Narrator: From here, you’ll be able to see a list of all the accounts that you’ve successfully sent a wire to in the past 90 days. If you don’t see the wire you’re looking for, then your wire may have either failed, is still pending, or was sent more than 90 days ago. To learn more, click on View recent transfer activity. Once you’ve found the account that you’d like to repeat a wire for, click on Send a wire, under Actions.
Send a wire is clicked
Narrator: The selected account’s information will then be automatically populated in the wire transfer form. Next, enter the amount you’d like to wire and the date you’d like to schedule the wire for.
$5 is scheduled to be sent on 4/07/2023
Narrator: Below, you can change the recipient address by clicking on Edit address. Then, click Continue to review your wire information.
Mouse clicks on Continue
Narrator: If everything looks correct, click I agree to each of the Terms and conditions and click Submit to begin your wire transfer.
“I agree” is clicked for each term
Mouse clicks on Submit
Video outro plays
Learn how to repeat a previously made wire transfer in a few simple steps.