Schwab 1099s now available.

All Tax forms for former TD Ameritrade accounts will be available by February 29.

Tax forms

Latest market news and insights

  • Semiconductor Earnings Wrap With Nvidia Results

    Semiconductor Earnings Wrap With Nvidia Results
    The chip sector comes into sharp focus ahead of a key earnings report, with signs of divergence in the sector.

  • Inflation: Too Hot?

    Inflation: Too Hot?
    Relatively hot inflation reports might be blips, but they reinforce why the Fed's rate-cutting cycle might be more gradual, which could be a better backdrop for stocks.
  • Schwab Market Perspective: Confidence Catches Up

    Schwab Market Perspective: Confidence Catches Up
    Sentiment data is beginning to match relatively strong "hard" economic data.

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  • Discover the Schwab High Yield Bond ETF (SCYB).

    Attain low-cost access to the U.S. dollar denominated high yield corporate bond market.

  • Charles Schwab cards from American Express.

    One Silver and One Blue Amex Card

    Exclusive Schwab benefits with premium service from American Express. 
    Terms apply.

  • Have accounts in multiple places?

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    An account transfer can help you get better control.

JD Power award

#1 in Investor Satisfaction with Full-Service Wealth Management Firms

J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study℠

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Charles Schwab received the highest score in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study, which measures investor satisfaction with full-service investment firms. Visit jdpower.com/awards for more details. The J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee.

JD Power award

The only broker to rank in the top three for all 11 years!

Investor's Business Daily: Best Online Brokers 2023

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Investor's Business Daily award was given on January 30, 2023, and is for a 15-month timeframe. The criteria, evaluation, and ranking were determined by Investor's Business Daily. Schwab paid a licensing fee to York Graphic Services, LLC for use of the award and logos.

Ranked #1 Most Trusted Bank

Investor's Business Daily: Most Trusted Financial Companies 2023 (Bank)

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The IBD Most Trusted Bank award was given to Charles Schwab Bank on September 25, 2023, and expires December 31, 2024. The criteria, evaluation, and ranking were determined by Investor's Business Daily. Schwab paid a licensing fee to York Graphic Services, LLC for the use of the award and logos.

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Our Client Relationship Summaries offer a brief summary of our services, fees, and obligations when we work with you in a broker-dealer or an investment advisory relationship. Learn more at schwab.com/transparency >

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