Narrator reads onscreen text: It really is that simple. Narrator: Clicking on "Goal" will show you options to help you get back to a steady, long-lasting income stream. Narrator: If you need to spend a little more some months and you get off track… Narrator: Simply tell us your initial investment, how long you need the money to last, and we'll tell you how much money you can confidently withdraw each month. Page appears where client selects demographics and specific goals cursor slides bars to the right to indicate factors in saving for retirement. Onscreen text: How much can I withdraw for retirement income? Man: I'd like to be able to withdraw from my retirement savings every month, but I want to make it last. Narrator: When you're ready to spend your money, we can help you with that, too.Īnimated gray-haired man appears shoulders up framed within a circle. Shopping bag falls to the right of the piggy bank. Narrator: To help you get back on track, click on the "Goal" tab, and choose one of the options.Ī line drawing of a piggy bank appears with coins dropping into it. Cursor slides the "Monthly Contribution" scale to the right. Screen switches back to dashboard cursor selects the "Goal" tab. Narrator: Your dashboard will alert you if you're falling short of your goal. Narrator: You skip a monthly contribution, or the market changes…Īn exclamation mark appears within a triangle, indicating a notification. Line transforms into an ambulance with its siren beeping. Narrator: But let's say over time, you take money out… Line drawing of house reappears, now with rain clouds and a rising water line. Narrator: You can check the status of your goal at any time on your dashboard. Narrator: We'll recommend a portfolio based on your responses, and we'll track your progress against the goal you've set. Narrator: You'll tell us your initial investment amount, and how much you think you'll save every month.Ī personalized circle graph details a suggested personal portfolio. Narrator: Then you'll answer a few questions.Ĭlient selects demographics and specific goals. Under question about understanding of stocks, bonds, and ETFs, cursor selects "good," then "Next." Narrator: When you set up your account, you'll choose your goal for this account. Cursor selects "prepare for retirement" and "Next." Screengrab of Intelligent Portfolios page asking about goals for the account. Narrator: With Schwab Intelligent Portfolios, saving for your retirement can be easier. Screengrab of the Schwab Intelligent Portfolios® page. Onscreen text: Am I on track to save for retirement? I'm setting money aside, but I worry if I'm on track. Woman: I want to save for retirement, but my life is busy, so I don't really have time to think about it. Overlapping sine waves appear, then form an antenna tower, which transforms into a balance scale that shifts into balance.Īnimated brunette appears shoulders up framed within a circle. Narrator: …Schwab Intelligent Portfolios uses an advanced algorithm to build, monitor, and rebalance your portfolio so you don't have to. Narrator: Created with the professional insight of Charles Schwab Investment Advisory…Ī circle graph illustrates components of fixed income, cash, commodities, and stocks strategies. Narrator: Schwab Intelligent Portfolios® is an automated investment advisory service that can make it easier to save for any goal. Narrator: Some goals can be hard to plan for, but making a plan and sticking to it generally leads to greater financial success. The waves calm down and a sun appears on the horizon. The line forms a sailboat bobbing on the waves. Male narrator: We all have goals, ambitions, things we'd like to do or have one day. A single line forms the shape of a house and a tree another line forms a cloud.
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