Video intro plays
Narrator: The Schwab Mobile app makes it easy to see customized information about specific securities on your watchlist. To begin, tap Watchlist, then tap the menu button in the corner and select the desired watchlist.
Animation: Watchlist is selected, then the menu button and a watchlist are tapped.
Narrator: To access the custom view of your watchlist, tap the Custom tab. If this is your first time accessing the custom watchlist screen, securities won’t appear until you tap Edit Custom Columns.
Custom tab is selected, then Edit Custom Columns is tapped.
Now you can add up to 15 columns of your choosing to the custom view by tapping the plus icon. Scroll down to see all of the available options. The options you select will be added to the top of the screen.
Multiple data points are selected.
To reorder a data point, tap and hold it, then drag it to the desired position. To remove a data point, tap the minus icon.
A data point is dragged to a different position, then the minus icon is selected next to a data point.
Please note that the Symbol column cannot be removed and is locked into place. When satisfied, tap Save to save your preferences.
Save is tapped.
Your watchlist will now display the custom columns you selected. After you have set up a custom watchlist, you can edit the columns by tapping the context menu, then tap Edit Custom Columns.
Context menu is selected, then Edit Custom Columns is tapped.
Add, remove, or reorder data points based on your preferences. When viewing your watchlist, you can sort the data by tapping the desired column header to toggle between ascending and descending sort options.
Data points are reordered and sorted.
You can tap a security to access its quote details or place a trade. Long press on the security to quickly place a trade or set an alert.
A security is tapped, then long pressed to display an additional menu.
Video outro plays.