The clip begins with a static top-down shot of a desktop. We see part of a plant, a coffee cup, a pair of glasses, a pen, part of a tablet, and a notepad with "To do list" written on top.
A hand enters the frame and picks up the pen. Then we see "Link bank account" and "Transfer cash" animate on the page underneath "To do list" next to unchecked boxes.
Upbeat music plays throughout.
Narrator: Bank transfers are one of the most popular methods used to fund accounts with Schwab.
The frame cuts to a full screenshot of the Schwab.com client Account Summary page.
To begin, select "Move Money" and click "Transfers & Payments." Then click "Link or delete external bank accounts."
We see the cursor roll over "Move Money" in the main nav and click "Transfers & Payments." This brings up a new page where we see the cursor click "Link or delete external bank accounts."
Click "Select Account" and then choose the Schwab account you'd like to link your external account to.
The cursor clicks a dropdown menu and chooses a Schwab account.
Review "How we use your bank account information" and click "Continue."
A new page appears with a few paragraphs of disclosures. The cursor clicks a Continue button.
Enter information about your bank account, including account type, verifying that you're the account holder, routing number, and account number. When you're done, review & accept the Terms and Conditions and click "Continue."
Once the process is completed, you'll receive a confirmation message, letting you know that you'll be able to transfer money from that account.
A new page appears and the cursor goes down the page making selections, and we see information get typed into various fields. The cursor then hovers over a Continue button.
From the Transfers & Payments page, click "Online Transfers."
We cut to the Transfers & Payments page and see the cursor click "Online Transfers."
Then you'll input the details of your transfer, including the accounts you want to transfer to and from, the amount and date, and whether this will be a one-time or recurring transfer.
We see the cursor select accounts, a transfer amount of $5,000.00 typed in, and the cursor click the green "Continue" button.
Then review and confirm your transfer details.
We cut to a page with all the details of the transfer listed as the cursor clicks the green "Submit" button.
We cut a Confirmation page showing the summary of the transfer request.
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 checks animate in the boxes next to "Link bank account" and "Transfer cash," indicating they have been completed.
We cut to a dark blue background with text that reads, "Visit Schwab.com/HowToCenter for more videos."
The screen fades to the Charles Schwab logo with the following disclosures beneath:
Investment Products: Not FDIC-Insured * No Bank Guarantee * May Lose Value
The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.
The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
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