1. Schwab RT Responsive Web Preview
Please note: You have our permission to share information in this 2017 Schwab RT User Forum presentation with your client with the proviso that this is confidential and proprietary information that they may not share with anyone else without our expressed consent. 
Schwab RT Responsive Web Preview
Remember to add the correct information classification for your content on the title page and master slide footer sections:
The Charles Schwab Information Security Policy defines four classes of information:
a) Public - Released marketing and advertising (e.g., prospectuses, annual reports, press releases)
b) Schwab Internal – (e.g., Firm telephone directory or pricing and fund performance)
c) Schwab Confidential - Info about individual workforce (e.g., Employee ID salaries, bonus, SSN) – Client information (e.g. account numbers or balances)
d) Schwab Highly Confidential – Schwab long-term business or marketing plans – Client information (SSN or date of birth)
Additional information on classifying your data can be found at: site.schwab.com/info/UDG/default.aspx

2. Select an Account (for participants with multiple accounts)
This is a draft provided for preview purposes only. Content may change during final stages of development.
Schwab Retirement Technologies

3. Schwab Retirement Technologies
Welcome
This is a draft provided for preview purposes only. Content may change during final stages of development.
Schwab Retirement Technologies

4. Schwab Retirement Technologies
Home Page, Initial View
This is a draft provided for preview purposes only. Content may change during final stages of development.
Schwab Retirement Technologies

5. Home Page, with Video Learning Tile Expanded
This is a draft provided for preview purposes only. Content may change during final stages of development.
Schwab Retirement Technologies

6. Home Page, with Current Investments Tile Expanded
This is a draft provided for preview purposes only. Content may change during final stages of development.
Schwab Retirement Technologies

7. Home Page, with Future Deposits Tile Expanded
This is a draft provided for preview purposes only. Content may change during final stages of development.
Schwab Retirement Technologies

8. Schwab Retirement Technologies
Realign Account
Step 1:
From the Manage sub-menu, select Your Portfolio
This is a draft provided for preview purposes only. Content may change during final stages of development.
Schwab Retirement Technologies

9. Realign Account (cont.)
Step 2:
On the Account Realignment tile, click Take Me There
This is a draft provided for preview purposes only. Content may change during final stages of development.
Schwab Retirement Technologies

10. Realign Account (cont.)
Step 3:
Use the Realignment page to realign your account
This is a draft provided for preview purposes only. Content may change during final stages of development.
Schwab Retirement Technologies

11. Thank you
The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Bank, Schwab Retirement Plan Services, Inc., and Schwab Retirement Technologies, Inc.® (Schwab RT). Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators.
© 2017 Schwab Retirement Technologies, Inc. All rights reserved. ( A)