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 adjusts the position of the glasses. Then we see "Monitor positions" animate on the page underneath "To do list" next to an unchecked box.
Upbeat music plays throughout
Narrator: Once you've purchased stocks, mutual funds, or exchange-traded products, which include ETFs, they will be listed in your open positions . . .
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.
. . . viewable by selecting "Accounts," then "Positions."
We see the cursor roll over "Accounts" in the main nav and click "Positions." We cut to the Positions page with rows of market data for different stock symbols.
You can see information like quantity, price change, and gain/loss . . .
We see the cursor roll over the columns as they are mentioned. (Quantity, Price Change, Gain/Loss.)
. . . and conveniently perform tasks like buying or selling shares,
We see the cursor click a dropdown at the end of a row that shows options to buy or sell shares, view charts, company news, options, and set alerts.
. . . choosing to reinvest potential dividends, setting price alerts, or pulling up company news.
The cursor moves over to a column labeled "Reinvest?" and clicks "Yes." A small window pops up showing Reinvestment Instructions with the option to select "Do Not Change."
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 checkmark animate in the box next to "Monitor positions," indicating the 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
Investing involves risks, including loss of principal.
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.
©2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. 0322-1TSE
