Narrator: The Schwab account summary gives you the information to easily manage your investment portfolio.
Screen fades to Schwab Homepage
Narrator: After logging in, you'll get a overview of your accounts that allows quick access to your balances, positions, charts, and more.
Screen Scrolls down to show all the summary page
Narrator: The total value of your account, displayed at the top of your account summary, represents the total sum of assets in your list of accounts.
Total Value Section is highlighted
Narrator: You can change which accounts to include in total value by selecting settings in the accounts module. Here, you can also easily name, organize, and group your accounts.
The Mouse Clicks the Settings button, the Account Settings Pop up appears, the Mouse Selects the Grouped selection
Narrator: In the same accounts module, you can link your non-Schwab financial accounts by selecting add a non-Schwab account.
The Mouse Click the X to close the pop up, The Add a Non-Schwab Account Button is highlighted
Narrator: Clicking the arrow on the right-hand side expands a menu of helpful tools and resources such as Message Highlights, Order Status, and the latest Schwab Insights. The Message highlights module displays messages that are relevant to your most recent activity.
Mouse selects arrow on the right side of the page and expands the Tool Menu, Sections of the Menu are Highlighted as mentioned
Narrator: Go to the message center to view all your account's messages in one location. The Message Center can also be accessed by selecting messages at the top of each page.
Go to Message Center button is Highlighted then the Message Button on the top of the page is highlighted
Video outro plays.
Get an overview of your accounts, total value, positions, historical charts, and more using the Schwab account summary.