Upbeat music plays throughout
Video Introduction Plays
Narrator: Custom watchlists on Schwab.com are a great way to track individual or groups of securities which you might be interested in. To get started, select Trade or Research and then select Watchlist.
Screen fades to Schwab Homepage
Narrator: To get started, select Trade or Research and then select Watchlist.
Mouse points to Trade, then selects Research and then selects Watchlist.
Narrator: Here, you'll be able to view, edit, create, and delete your custom watchlists. You can jump to any watchlist by selecting the watchlist menu.
Mouse selects and opens watchlist menu
Be aware that in this watchlist section, you'll find two different types. Under My Watchlists, you'll find the custom watchlists that you can create to track securities that you might be interested in. Under My Positions Watchlists, you'll find your watchlists for securities you own in your Schwab accounts that are automatically tracked, organized by account.
Blue boxes highlight My Watchlists and My Positions Watchlists
Narrator: To create a custom watchlist, select Create Watchlist. A window will open for you to name your new watchlist. Select Save to create it.
Mouse does the above, names it "Boats Watchlist" and selects Save
Narrator: Your new, empty watchlist will open. Begin adding the securities you want to track by entering the name or symbol in the Add Symbol field. If you are entering the name of a security, a drop-down menu will appear for you to select the associated symbol.
Mouse demonstrates the above
Narrator: You can add up to 300 securities to each watchlist.
Screen transitions from a single security to a full watchlist
Narrator: You can remove a security by selecting its delete icon. You can add more securities at any time.
Mouse rolls over the delete icon which looks like a little garbage can
Narrator: You can change the order that your securities appear by selecting Edit Watchlist and moving each security with its corresponding drag handle. You can also rename your custom watchlist by editing it in the title field. When you're done, select Save Watchlist.
Mouse demonstrates the above, edits the name to "Boats and Cruises Watchlist" and selects Save Watchlist
Narrator: Want additional insights about your tracked securities? A wide range of detailed views include quotes, earnings, analyst ratings, valuations, and more. Go to any of these views by selecting its corresponding tab.
A blue box highlights the view tabs, and the mouse selects some of them to demonstrate.
Narrator: To delete a custom watchlist, select Edit Watchlist and then Delete Watchlist.
Mouse selects Edit Watchlist, and a blue box highlights the Delete Watchlist button
Video outro plays.