Video intro plays
Narrator: Interested in reviewing or managing your upcoming Schwab Wealth Advisory meeting? To get started, log in to Schwab.com. In the Account Summary section, locate and select Schwab Wealth Advisory to access tools and information specific to your wealth advisory plan.
Cursor arrow selects the Schwab Wealth Advisory link, opening the Schwab Wealth Advisory page
Narrator: Here, you can view a summary of your plan, check your investment goals, manage upcoming meetings with your advisor, and more. Within your Plan Summary, review your net worth, asset distribution, and probability of success from your financial plan, then note anything you'd like to talk with your advisor about in your next meeting.
The sections showing net worth, asset distribution, and probability of success, are highlighted
Narrator: Scroll down to review your investment goals, open action items, recommendations, and contact information for your advisory team. For this example, we'll show you how to review an upcoming advisor meeting.
The sections showing investment goals, open action items, recommendations, and contact information are highlighted
Narrator: After reviewing your plan summary and goals, scroll down to review upcoming meeting information with your advisor. If needed, select Cancel or Reschedule to better accommodate your calendar.
The Cancel and Reschedule links are pointed out
Narrator: Before the meeting begins, take a look at the topics planned for discussion with your Wealth Advisor. If your advisor has sent you supplemental documentation to review, you can select and read those documents before or during the scheduled meeting. If you'd like to discuss additional topics with your advisor, enter the request in the provided Note field and select Send.
The Topics to cover, and documents are pointed out, and a note is entered into the Note field and Send is selected
Narrator: When the day of the meeting arrives, select Join the Meeting to meet with your Wealth Advisor. Please note that you can also join the meeting via an email sent to you by your advisor.
The Join the Meeting link is selected
Narrator: To take a look at previous meetings, select View all meetings, then select Recent Meetings. Here you can view topics, documents, and written notes from all the meetings you've had in the past year with a Wealth Advisor.
View all meetings, then Recent Meetings links are selected, then the topics, documents, and written notes sections are pointed out
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