Charles Schwab & Co. of San Francisco may include co-browsing technology on its website. This relatively new technology, which is becoming commonplace at consumer goods websites but is still new to financial services, would permit Schwab customers to view the site, including their password-protected statements, at the same time as a Schwab representative.

The co-browser would enable a Schwab representative to view the same computer screen an investor was viewing, and gives both the Schwab representative and the investor the ability to alternately navigate the site for both viewers. The technology works very much like the co-browsing technology that computer help desks use to remotely view and correct problems on end-users' computers, said Peggy Chastain, director for compliance administration in Schwab's global compliance division.

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