The clip begins with a static top-down shot of a desktop. We see part of a tablet and a notepad with "To do list" written on top.
A hand enters the frame and places a coffee cup in the top-right portion of the frame and a pen next to the notepad. Then we see "Place a trade" animate on the page underneath "To do list" next to an unchecked box.
Upbeat music plays throughout
Narrator: When you're ready to place a trade, head to the All-In-One Trade Ticket.
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.
Narrator: Roll over "Trade," then click "All-In-One Trade Ticket."
The cursor rolls over "Trade" in the main nav and clicks "All-In-One Trade Ticket." We cut to the All-In-One Trade Ticket page.
Narrator: Designed to make trading intuitive, the tool populates relevant data as you build your order, starting with the symbol and strategy. From there, choose to buy or sell and enter the number of shares you want to trade.
The cursor clicks the "Symbol" field, and we see XYZ typed in. Market data about "XYZ Fantasy Inc" automatically appears to the right. Then the cursor clicks a dropdown labeled "Action" and selects "Buy." The cursor then clicks a "Quantity" box, and the number "200" is typed in.
Then choose the order type and timing, and you're ready to review your order.
The cursor clicks a dropdown labeled "Order Type" and selects "Market Order." Then the cursor clicks the green "Review Order" button.
Then, just confirm the details to place your trade.
We cut to a "Verify Order" screen with the trade’s details summarized. The cursor hovers over the "Place Order" 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. A check animates in the box next to "Place a trade," 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
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.
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