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Fast answers to your most common questions

Due to recent market activity, we're getting more questions from clients, and that leads to longer wait times on the phone. To help you skip the line, below are answers to clients' frequently asked questions. Know that we're always here for you – by phone, on Schwab.com, and on our mobile app.

Looking for help with taxes?

Log in here to download your 1099 and other Schwab tax forms. You can also visit schwab.com/taxes for tools, resources and more.

Self-Service

Common tasks that you can easily complete online. Please visit Schwab.com/go-digital to learn even more ways you can manage your financial life online with Schwab.

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    How do I place a trade?

    Use the Trade Stocks & ETFs order entry page to submit an order to buy, sell or sell short a stock or ETF. You'll need to complete three steps: Enter the specifics of your stock order including symbol, quantity and order type, verify your order, then submit your order.

    The All-In-One Trade Ticket is designed to give you easier access to multiple asset types within the same trade ticket. See our Trade FAQs below for more information.

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    Can I link my Schwab account to an external account?

    Use Schwab MoneyLink® to transfer funds between your Schwab brokerage accounts and your external accounts at U.S. financial institutions. Log in and follow these instructions to get started now, enroll by mail or verify deposits if you've started the process.

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    Where can I go for tax questions?

    See common tax questions below or visit our Tax Center to get information about your 1099cost basis reporting and more.

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    How do I transfer funds?

    Whether you want to move funds among your accounts at Schwab or from external accounts, our step-by-step process will walk you through it.

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    How do I login or change my password?

    If you need to change your password or login ID, login and visit the Security Center. If you're locked out of your account, we can help you log in. If your account was recently transitioned from USAA and you have not set up your Schwab credentials, please visit USAA.

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    How do I deposit or mail a check?

    Save time depositing checks by using Schwab Mobile Deposit - we've made it easier than ever by increasing many mobile deposit amounts. If you need to mail in account deposits, you can login to find the mailing address for your location here.

Tax FAQs

2019 Tax questions

2019 Tax Year Information

RMDs

RMDs

IRA Contributions

IRA Contributions

Account Maintenance FAQs

Account Maintenance

Account Maintenance

Trading and Margin FAQs

How to Trade

How to Trade

Schwab Stock Slices™

Schwab Stock Slices™

Day Trading and Trade Settlement

Day Trading and Trade Settlement

Margin calls

Margin calls

Asset Protection FAQs

Asset Protection

Asset Protection

Cash Solutions FAQs

Money Market Funds

Money Market Funds

Automated Investing FAQs

Common questions about Schwab Intelligent Portfolios®

Common questions about Schwab Intelligent Portfolios®

COVID-19 Impacts and Other FAQs

Schwab Bank COVID-19 Mortgage Payment Relief

Schwab Bank COVID-19 Mortgage Payment Relief

COVID-19 Paycheck Protection Program (PPP)

COVID-19 Paycheck Protection Program (PPP)

Schwab Branches

Schwab Branches

Fraud

COVID-19 Fraud

Schwab's Response

Schwab's Response