SCHWAB STARTER KIT™

Tools and Resources

The right tools and resources can help you move towards your financial goals. Get to know our easy-to-use calculator, financial worksheets, and trading tools.

Trading Tools

First-class trading tools for first time traders.

It's time to put your financial goals into action. Our intuitive trading platforms and tools make it easy for you to trade stocks, ETFs, mutual funds, and more.

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How to use the All-In-One Trade Ticket®️

Our All-In-One Trade Ticket®️ provides easy access to multiple asset types (Stocks, ETFs, and Options), and lets you place and execute trades from a single location.

Visit the All-In-One Trade Ticket®️ tutorial page

More tools to elevate your trading.

Check out fully customizable intuitive platforms, screeners, in-depth research, and the Schwab Mobile trading app to help take your trading to the next level.

Visit the Trading Tools and Calculators page
Resources

See where you stand.

If you'd like to figure out how much to save for retirement, estimate your net worth or organize your financial documents these resources are a good place to start.

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Retirement Calculator

Use this calculator to find out what you need to save annually to be on track for retirement. You can also explore alternative strategies, such as delaying retirement or reducing your retirement spending.

Personal Net Worth Worksheet

Your net worth is a valuable indicator of your financial strength. Add up your assets and liabilities to see where you currently stand. You can then measure your progress by recalculating it at least once a year.

Download the Personal Net Worth Worksheet

Inventory of Financial Account Information Form

It's important to have all your account numbers and contact information up to date. Plus, it can help protect yourself and your loved ones in case of an emergency or other unexpected event.

Download the Inventory of Financial Account Information Form

Spending Tracker

Keep track of your spending for a week at a time by downloading this PDF.

Download Spending Tracker
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