Upbeat music plays throughout
Video Introduction Plays
Narrator: Looking to add a security to your watchlist using Schwab Mobile?
Screen fades to Schwab Homepage
Narrator: To get started, tap Watchlist.
Taps Watchlist
Narrator: If you haven't already created a watchlist, this screen will display a Positions Watchlist: an auto-generated list of tracked securities for one of your Schwab brokerage accounts.
To begin, tap the ellipsis icon on the top right of the screen. From here, you'll find various actions to manage your watchlist. To create a watchlist, select Create Watchlist.
Taps ellipsis icon, then selects Create Watchlist
Narrator: Next, name your watchlist, and tap Save watchlist.
Names watchlist "My Watchlist" and selects Save watchlist
Narrator: To add securities to your newly created watchlist, tap on Add Symbol and enter the name of a security you'd like to track. A drop-down menu will appear for you to select the associated security.
Taps Add Symbol
Narrator: To add additional securities to your watchlist, tap on the plus icon. You can also add securities by selecting Add Symbol from the ellipsis drop-down menu. Up to 300 securities can be added to each watchlist.
Selecting the Heatmap tab gives you a heatmap visualization displaying the performance of the securities in your watchlist.
Taps the Heatmap tab
Narrator: Looking to edit one of your watchlists? Choose the custom watchlist you'd like to edit from the filter icon.
Taps on the filter icon and selects "My Watchlist"
Narrator: If you'd like to remove securities from your watchlist, simply swipe left on the security you wish to delete, then tap Delete.
Swipes left on a stock and selects Delete
You can also delete securities by selecting Edit Watchlist from the ellipsis drop-down menu. To reorder securities in the watchlist, tap and hold the button on the right side of a security and drag it to the desired location.
Taps on ellipsis icon and selects Edit Watchlist, then reorders a stock.
Narrator: Once you're finished making changes, tap Done.
Taps Done
Narrator: For a custom view of your watchlist, tap the Custom tab. Here you can edit the data points that display for the securities in your watchlist. Please note that the symbols displayed will be the same on all tabs until you select a different watchlist.
Selects the Custom tab
Video Outro Plays