Narrator: Looking to add a security to your watchlist using Schwab Mobile?
Screen fades to Schwab Homepage
Narrator: To get started, navigate to Markets, and select Watchlist.
Navigates to Markets and taps Watchlist
Narrator: If you haven't already created a watchlist, this screen will display your automatically tracked securities for each of your Schwab brokerage accounts. To begin, open the drop-down menu using the ellipsis icon on the top right of the screen.
Selects ellipsis icon
Narrator: From here, you'll find various actions to manage your watchlist. To create a watchlist, select Create Watchlist.
Selects Create Watchlist
Narrator: Next, name your watchlist, and select Save watchlist.
Names watchlist "My Watchlist" and selects Save watchlist
Narrator: You should now see your newly created watchlist. To add securities to your watchlist, tap on Add Symbol and enter the name of the security you'd like to track.
Taps Add Symbol and searches "Amazon"
Narrator: A drop-down menu will appear for you to select the associated symbol.
Selects Amazon stock
Narrator: To add additional securities to your watchlist, tap on the plus icon.
Taps plus icon and adds Costco stock
Narrator: You can also add securities by selecting Add Symbol from the ellipsis drop-down menu as well.
Taps on ellipsis icon, then selects Add Symbol and adds Apple stock
Narrator: Up to 300 securities can be added into each watchlist.
Narrator: Selecting the Heatmap tab gives you a heatmap visualization regarding the performance of the securities in your watchlist.
Taps on "Heatmap" tab then returns to "Basic" tab
Narrator: Looking to edit one of your watchlists? Choose the custom watchlist you would 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 Apple stock and selects Delete
Narrator: You can also delete securities by selecting Edit Watchlist from the ellipsis drop-down menu as well.
Taps on ellipsis icon and selects Edit Watchlist, then deletes Costco stock
Narrator: Once you're finished making changes, tap Done.
Video Outro Plays
Discover how to easily research and track curated groups of securities using the watchlist tool on Schwab Mobile.