The clip begins with a static top-down shot of a desktop. We see part of a plant, 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 moves the glasses. Then we see "Go paperless" animate on the page underneath "To do list" next to an unchecked box.
Upbeat music plays throughout.
Narrator: If you’d like to receive your documents electronically instead of by mail . . .
The frame cuts to a full screenshot of the Schwab.com client Account Summary page. Personal Value, Day Change, and 6 Month Change appear above a graph.
. . . roll over "Profile" and then click "Paperless."
We see the cursor roll over "Profile" in the main nav and click "Paperless." This brings up a new Paperless Preferences page.
Here, you can choose which document types you’d like to receive electronically.
We see the cursor check a box denoting "Enroll in Paperless" for several categories. Then the cursor hovers over the "Submit" button.
We cut back to the top-down shot of the desktop, zoomed in a bit closer to the "To do list" in the notebook. We see a check animate in the box next to "Go paperless," indicating this task has 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.
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.
©2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. 0322-1TSE
