Narrator: Schwab Assistant is a virtual agent that can help quickly answer questions, provide general information, help you navigate the site, and more.
To begin, navigate to Support and select Chat.
Support is selected, then Chat.
Narrator: This will open the Schwab Assistant chat window along with some examples for questions you can ask. Then, just type in and submit your question.
A question is typed and submitted.
Schwab Assistant will answer your question and, if applicable, provide buttons and links that route you to the desired page. To receive the best answer possible, we recommend asking one question at a time, keeping your questions short and concise, and using any key words that are directly related to your question. Some questions you might consider asking could be: "Where is my 1099 form?" or "How do I update my address?"
Another question is typed and submitted.
Video outro plays.
Find answers to your questions anytime using our virtual Schwab Assistant.