| Advertiser | Charles Schwab |
| Brand | Charles Schwab |
| Director | David Cornell |
| Editor | Gary Hernandez |
| Producer | Helen Williams (at Headquarters / Bicoastal) |
| Agency Producer | J.D. Williams |
| Production Designer | Ron Palumbo |
| Product | Investment Services |
| Production Company | Headquarters / Bicoastal |
| Biz Sector | Banking Services, Investments, Stock Brokers |
| Executive Creative Director | Charlie Miesmer |
| Script/Written by | Jimmy Siegel, Elliot Riskin |
| Sound Mix | Stereo |
| Spot Name | Sally Field [Smarter Investor] |
| Talent | Sally Field |
| Technical Specifications | colour - format unknown |
| additional Credits | Ted Sann |