Learn how to update your profile information on Schwab Alliance

Transcript of the video:

The clip begins with a static top-down shot of a desktop. Part of a plant, a coffee cup, a pair of glasses, a pen, and a notepad with "To do list" written on top.

A hand enters the frame and adjusts the glasses. Then "Update my personal information" animates on the page underneath "To do list" next to an unchecked box.

Upbeat music plays throughout.

Narrator: Need to update your personal information?

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 "Contact Information."

The cursor rolls over "Profile" in the main nav and then clicks "Contact Information."

Here, you can edit information like your email, phone number, and address.

We cut to a new page labeled "Primary Contact Information." The cursor clicks the word "Edit" next to the address, which prompts a pop-up window. The cursor clicks the address field, and we see a new address typed in.

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 "Update my personal information," indicating the task has been completed.

We cut to a dark blue background with the text, "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.