Access available Schwab tax forms and check the status of your pending forms.

All 1099 tax forms will be available February 27.

View tax forms

Welcome back! Explore our most popular accounts.

Latest market news and insights

  • Weekly Trader's Outlook

    Stocks are on track to be slightly lower on the week following a strong start as earnings, currency moves, and news flow stimulate market volatility.
    Learn more

  • Lessons Learned From Market Wizards (With Jack Schwager)

    Kathy Jones interviews Jack Schwager, famed author of the "Market Wizards" series, about how top traders think.
    Learn more

  • Don’t Let Headline Drama Disrupt Your Portfolio

    Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?
    Learn more

We think you might like:

Have accounts in multiple places?

An account transfer can help you get better control.

Learn how to combine your assets today

The Platinum Card® from American Express Exclusively for Charles Schwab.

Experience premium travel rewards and other exclusive benefits tailored for Schwab investors. Terms apply.

Learn more

Compare Schwab IRAs.

Explore which IRA might be right for you.

Learn more

Investor's Business Daily: 2025 Awards

Charles Schwab swept the investing categories, ranking first among ETF/fund companies, online brokers and wealth managers.

Investor's Business Daily 2025 awards

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.

Footer Links

Contact us