The clip begins with a static top-down shot of a desktop. We see part of a plant, part of a tablet, a coffee cup, a pen, and a notepad with "To do list" written on top.
A hand enters the frame and removes the coffee cup, then places it back down. Then we see "Research ETFs or mutual funds using Schwab Lists" animate on the page underneath "To do list" next to an unchecked box.
Upbeat music plays throughout.
Narrator: If you're more interested in investing in mutual funds or exchange-traded products, which include ETFs, you can also use Select Lists for starting your research.
The frame cuts to a full screenshot of the Schwab.com client Accounts Summary page. Personal Value, Day Change, and 6 Month Change appear above a graph.
To access Select Lists, roll over "Research" and click the product you’re interested in. From this page, click "Select List."
The cursor rolls over "Research" in the main nav and clicks "ETFs." We cut to a Research Tools page where we see the cursor click "Schwab Mutual Fund OneSource Select List®."
From here, you can browse our list of rigorously evaluated ETFs or mutual funds.
We cut to a page with a list of Mutual Funds and their corresponding price data, with a set of filters on the left. As we scroll down, the cursor selects three mutual fund symbols and then clicks the "Compare (up to five)" button.
When comparing ETFs or mutual funds, you’ll see information, including facts and fees, third-party opinions, performance, and more.
We cut to a Mutual Fund Compare page with several tabs to choose from: Facts & Fees, Opinions & Analysis, Performance & Chart, Portfolio, and Custom. The cursor clicks two of the tabs, and the page refreshes to show the corresponding data.
We cut back to the top-down shot of the desktop, zoomed in a bit closer to the "To do list" in the notebook. A check animates in the box next to "Research ETFs or mutual funds using Schwab Lists, " this task has been completed.
We cut to a dark blue background with text that reads, "Visit Schwab.com/HowToCenter for more videos."
The screen fades to the Charles Schwab logo with the following disclosures beneath:
Investment Products: Not FDIC-Insured * No Bank Guarantee * May Lose Value
Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. Please read it carefully before investing.
The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.
The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.