Upbeat music plays throughout
Video Intro plays
Narrator: You can wire money from your Schwab Bank account to another financial institution in a few steps. Before we begin, here is a checklist of the information you'll need during the process. You'll need to know: The account you want to transfer from, the amount you want to send, and the date of the transfer. You'll also need the routing number for the bank you're transferring to, the account number, as well as the recipient’s name and address.
The above is listed on the screen in bullet points
Narrator: From the Account Summary page, select Move Money and select Send Wire.
The cursor arrow selects Move Money and then selects Send Wire, the Send Wire page opens
Narrator: Select the Schwab Bank account you're requesting to send funds from. You'll then be prompted to answer a few questions related to the wire transfer, such as who is receiving the wire and how many bank accounts appear on your instructions, if the instructions include intermediary or correspondent banks.
The cursor arrow selects a Schwab bank account from the dropdown menu, and answers questions by selecting corresponding checkboxes
Narrator: After answering each question, select Continue to move to the next question. Read the important wire information and the fraud message pop up. Once you have read them, close the pop-up window.
The cursor arrow selects Continue and a pop-up window appears with information and fraud warnings, the arrow closes the pop-up window
Narrator: Enter the amount to be wired and the date you'd like the wire to take place. You also need to enter the receiving bank's routing number. Then enter the recipient's account number, name, address, and country. There's also a space to enter any instructions to the receiving bank, if needed. Double check all your information. If it looks good, select Continue.
The fields mentioned are filled in and some mentioned fields are highlighted, the cursor arrow selects Continue, a blue transition cuts to the intermediary/correspondent bank page
Narrator: If the instruction has one intermediary or correspondent bank, enter the bank routing number of the intermediary or correspondent bank. Then enter the bank routing number, BIC, or account number of the beneficiary bank. Finally, enter the recipient's account number, name, address, and country.
The fields mentioned are filled in
Narrator: If the instruction has more than one intermediary or correspondent bank, select Add intermediary bank. Then, enter the routing number, BIC or account number for each intermediary bank.
The cursor arrow selects Add intermediary bank link and additional fields are revealed
Narrator: Next, review your wire information, scroll down, and read the Agreement regarding the use of electronic records and signatures. Select I Agree for each term and condition. Then select Submit.
The cursor arrow selects I agree for each term and condition, then selects Submit
Narrator: Read and review the pop up after selecting submit and select Acknowledge and Submit.
The cursor arrow selects Acknowledge and Submit on the pop-up window
Outro plays