The clip begins with a static top-down shot of a desktop, part of a plant, part of a coffee cup, part of a tablet, and a notepad with "To do list" written on top.
Then we see "Find mutual funds" animate on the page underneath "To do list" next to an unchecked box.
To find mutual funds or exchange-traded funds that fit your specific criteria, the Fund Finder simplifies the process with easy-to-use filters.
The frame cuts to a full screenshot of the Schwab.com client Account Summary page. Personal Value, Day Change, and 6 Month Change appear above a graph.
To access Fund Finder, roll over "Research" and click "ETFs" or "Mutual Funds."
We see the cursor roll over "Accounts" in the main nave and click "Open an account."
From this page, click "Find ETFs and Mutual Funds."
A new page loads and the cursor clicks "Find EFTs and Mutual Funds."
As you scroll down, you'll see a list of all available funds with various types of criteria preselected. You can narrow your search by unchecking boxes for certain criteria.
A new page loads and scrolls down. The cursor selects criteria boxes on the left hand side, and the number of results shrinks with each additional criteria removed.
Or, if you want to start a search for only specific criteria, you can deselect all and start checking boxes that fit your needs. You can then organize your list by description, product type, transaction fee, or other features.
The cursor deselects "All" and then chooses just a few criteria. The cursor then hovers over each organization field option as it is mentioned.
You can also select up to five symbols from the list to compare side by side in more depth.
The cursors chooses several symbols from the list and clicks "Compare" at the bottom of the page. A new page loads and we see additional details for each of the chosen stocks side by side.
We cut back to the top-down shot of the desktop, zoomed in a bit closer to "To do list" in the notebook. We see a checkmark animate in the box next to "Find mutual funds or ETFs," indicating the task has been completed.
We cut to a dark blue background with text that reads "Visit Schwab.com/HowToCenter for more videos."