1099s now available online.

Tax forms for Schwab and former TD Ameritrade accounts are now available at the 1099 dashboard.

Latest market news and insights

  • Japan's Long Comeback

    Japan's Long Comeback
    The second-largest stock market has captured the interest of investors, supported by stronger, more broad-based earnings, and incentivized by Japan's fiscal and monetary policies.
  • Weekly Trader's Outlook

    Weekly Trader's Outlook
    Most of the majors notched fresh all-time highs this week, with the help of robust earnings from AI-darling Nvidia, but a lack of near-term catalysts may lead to some consolidation of recent gains.
  • Sector Views: Monthly Stock Sector Outlook

    Sector Views: Monthly Stock Sector Outlook
    Our outlook on the 11 S&P 500 equity sectors.

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  • Take the first step toward your new home.

    Getting preapproved first can help you identify your target price range.

  • 2023 IRA contribution limits.

    Traditional and Roth IRA holders can contribute up to $6,500 under age 50 and up to $7,500 age 50 and over.

  • Invest in ideas you believe in.

    With thematic investing, you can choose from 40+ customizable themes, each with up to 25 research-backed stocks.

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.

Important information about our relationship with you: Client Relationship Summaries

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 >

Other sites for advisors, investment professionals and employers:

Check the background of Charles Schwab or one of its investment professionals on FINRA's BrokerCheck.

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