Upbeat music plays throughout.
Narrator: Welcome to Schwab, your home for modern investing. We'll take you through an overview of some of the tasks, tools, and tips important for new investors.
Animation: The schwab.com client account summary page appears on the screen.
On-screen text: For Illustrative Purposes Only.
Narrator: Begin by funding your account, most commonly done by transferring funds from your bank account.
Once you've logged in to Schwab.com, navigate to Transfer & Pay. Then click Link External Bank.
Click Add Account.
Animation: Mouse selects a brokerage account.
Narrator: Next, pick which Schwab account to link your external account to.
Then click Continue.
Read through our terms and conditions and the other details about how Schwab will use your bank account information. Click Continue.
Before entering your account info, verify that you're the account holder. Then type in the routing number, account number, and pick whether it's a checking or savings account. You can provide a nickname for the account.
Next, review and accept the Terms and Conditions and click Submit.
When the account is linked, you'll get a confirmation message that you can begin transferring money.
Animation: The schwab.com client account summary page appears on the screen.
Narrator: To make a transfer, select Transfer & Pay and click Transfer Funds.
You can transfer cash, a position, or positions and cash. To move money, select Cash only.
Animation: Mouse selects an external account to transfer funds from. Then, the mouse selects a brokerage account to transfer the funds to.
Narrator: Then choose the account to transfer funds from, the account to move them to, the amount, the transfer date, and whether this will be a one-time or recurring transfer.
Then click Continue.
Review and confirm your transfer details and finally click Submit.
Animation: The schwab.com client account summary page appears on the screen.
Narrator: Once your account is funded, it's time to get invested.
If you're interested in investing in stocks, our Schwab Stock Lists® are a convenient way for investors to find top-ranked companies.
To access, select Research, then click Stocks. From this page, click Schwab Stock Lists®.
Animation: The Schwab Stock List® appears on the screen with several results.
Narrator: Browse based on factors like Analyst Ratings, Price Performance, and more.
Animation: Several securities are selected from the Schwab Stock List® for comparison. The "Compare (up to five)" button is selected. The next webpage compares the different securities that were previously selected.
Narrator: You can choose up to five securities to compare more deeply and review a wide range of information, including performance charts, fundamentals, ratings, and more.
Animation: The schwab.com client account summary page appears on the screen.
Narrator: When you're ready to place a trade, head to the All-In-One Trade Ticket.
Navigate to Trade, then click All-In-One Trade Ticket.
To build your order, choose a brokerage account.
Animation: The symbol ZYX is typed in the symbol box. The Stock/ETF strategy is selected. Market data about "ZYX Fantasy Inc" appears on the screen.
Narrator: Then, type in the symbol and choose a strategy.
Animation: The action to "Buy" is selected. The "Shares" button is selected as the unit. Then, the number "3" is typed in as the quantity of shares purchased.
Narrator: From there, choose to buy or sell. Then choose whether you want to trade in shares or dollars, and enter the number of shares or dollar amount you want to trade.
Animation: The order type "Market" is selected. The timing is automatically selected as "Day".
Narrator: Then choose the order type and timing and click Review Order.
Then, just confirm the details and click Place Order.
Animation: The schwab.com client account summary page appears on the screen.
Narrator: If you're more interested in investing in mutual funds or exchange-traded funds, or ETFs, you can use a Schwab Select List® for your research.
Animation: The tab for "Research" is selected. Then, "Mutual Funds" is selected as an example.
Narrator: To access, select Research and click the product you're interested in.
Animation: The Schwab Mutual Fund OneSource Select List® was selected as an example.
Narrator: From this page, click the specific Select List.
Animation: The Schwab Mutual Fund OneSource Select List® appears, and several securities are selected for comparison. The "Compare (up to five)" button is selected. The next webpage compares the different securities that were previously selected.
Narrator: From here, you can browse our list of rigorously evaluated mutual funds or ETFs.
You can compare up to five securities.
When comparing either mutual funds or ETFs, you'll see information, including facts and fees, opinions and analysis, performance and charts, and more.
Animation: The schwab.com client account summary page appears on the screen.
Narrator: If you'd prefer help when investing in mutual funds or ETFs, the Personalized Portfolio Builder simplifies the process.
Animation: The tab for "Research" is selected. Then, "Mutual Funds" is selected as an example.
Narrator: To start, select Research and click the product you're interested in. Next, click Personalized Portfolio Builder.
Animation: In the Portfolio Builder, as an example, "Mutual Funds with municipal bonds" is selected as the fund preference. Then, "I want current income with relative stability and the opportunity to increase investments" is selected as the risk profile. Then, $20,000 is typed in as the initial investment amount.
Narrator: Click Continue to select the type of investments you're looking for, your risk profile, and your initial investment amount.
Click View Result.
Animation: Screen shows one fund selected in each of the four fund categories.
Narrator: The tool will then generate suggestions for several categories of funds, including U.S. Large Cap, U.S. Small Cap, International, and Fixed Income. You can customize the allocations as you want and buy the selected funds all at once for your own fund portfolio.
Then click Trade.
Animation: The schwab.com client account summary page appears on the screen.
Narrator: Once you've purchased stocks, mutual funds, ETFs or other investments, they'll be listed in your open positions viewable by navigating to Accounts, then clicking Positions.
You can see information like Quantity, Price Change, and Gain/Loss. You can conveniently perform tasks like buying or selling shares, setting price alerts, pulling up company news, or choosing to reinvest potential dividends.
We hope this has helped jump-start your Schwab experience.
On-screen text: Visit schwab.com/howtocenter for more videos
Narrator: Be sure to check out other videos in our How To Center to help you get the most from Schwab.com.
On-screen text: [Schwab logo] Own your tomorrow®
