Schwab Video Library
How-to videos that help you get even more from working with us.
6 key features of Schwab.com
Discover Key Features of Schwab.com
Take a closer look at some of Schwab.com's essential features and learn where to find them.
SUPER: 6 Key Features of Schwab.com
VO: As a Schwab client, you have access to a wide range of resources online and on our mobile app.
1 Transferring Money
2 Placing Trades
3 Managing Your Accounts
4 Customizing Your Account Settings
5 Downloading the Mobile App
6 Discovering Digital Services
VO: Here's a quick look at 6 of the key features that Schwab.com has to offer.
SUPER: Transferring Money
SUPER: Easily fund your account and more at schwab.com/transfer-payments
VO: Located under your Accounts tab, you'll find the Transfers & Payments Hub where you can easily fund your account.
SUPER: Use the Transfers & Payments Hub to:
- Link external accounts
- Initiate online transfers
- Send wires
VO: It's your one-stop shop for linking external accounts, initiating online transfers, sending wires, and so much more.
SUPER: Placing Trades
SUPER: Access the All-In-One Trade Ticket® at schwab.com/allinone
VO: Looking to place a trade? The All-In-One Trade Ticket, located under the Trade tab, offers you versatility by letting you trade a variety of products and securities from a single location.
SUPER: Trade a variety of products from a single location.
Enter complex orders with auto-population.
VO: Additionally, the intuitive interface offers auto-population and other interactive features that can make it easier to enter complex orders.
SUPER: Managing Your Accounts
SUPER: View your account summary at schwab.com/account
VO: You can customize your Account Summary dashboard by selecting the accounts that you want to feature. Then, easily track the performance of your accounts. You can also see how much interest and dividends your Schwab accounts may have generated.
SUPER: Customizing Your Account Settings
SUPER: Access your account settings to:
- Update personal information
- Edit account details
- Set up security alerts
- Change your password
VO: Schwab makes it simple to customize your account settings. You can update your personal information, edit account details, set up security alerts, or change your password by clicking on the icon in the top right of your screen.
SUPER: Downloading the Mobile App
SUPER: Download the App at schwab.com/mobile
For more convenience, you can download the Schwab Mobile App at schwab.com/mobile.
SUPER: Use the Schwab Mobile App to:
- Monitor investments
- Manage all your accounts
- Deposit checks1
VO: The app is easy to use, customizable, and packed with investment and money-managing features, including Check Deposit.
SUPER: Discovering Digital Services
SUPER: Check out our Digital Services Hub at schwab.com/go-digital
VO: Finally, you can find digital tools for making your financial life easier by checking out our Digital Services Hub at schwab.com/go-digital.
SUPER: Find the latest digital features and enhancements.
VO: There, you'll find the latest information on digital features and enhancements. Schwab features a wide variety of online tools and resources waiting for you to explore, so be sure to take advantage of all that Schwab has to offer.
SUPER: Check out Digital Services at schwab.com/go-digital
Download the Mobile App at schwab.com/mobile
LOGO/TAGLINE/DISCLOSURES: Charles SCHWAB
Own your tomorrow
Schwab Mobile App Videos
Get the most from our mobile apps with these step-by-step user guides.
Watch video: Schwab Mobile App
See how our Mobile App helps you manage your finances from the palm of your hand, back pocket, purse…whatever.
Watch video: Schwab Mobile Deposit™
No more delays in depositing checks. See how to do it from anywhere—instantly, easily, and securely.
Watch video: Online Transfers
See how to transfer cash, positions, or both—simply and intuitively.
Schwab.com is more helpful than you know. Our latest how-to video guides show you how.
Watch video: Two-Step Authentication
Keeping your data more secure is simple. So is setting up and turning on two-step verification. Learn how.
Watch video: Investment Income Summary
Want to know where your investment income is coming from and how much you may earn in the future? This video shows you how.
Watch video: Debit Card Lock/Unlock
See how to lock/unlock your Schwab Bank Visa® Platinum Debit Card if you misplace it or think someone might be using it.1
Trading Basics Videos
Trade smarter with powerful and intuitive trading platforms.
Watch video: Funds Available & Margin Detail
Learn about the features of the Funds Available screen.
Watch video: Bracket Orders
Learn how to use bracket orders to set profit and loss exits.
Watch video: Order Timing Features & Order Details
Learn how to use timing features and the order details.