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888-403-9000
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855-694-5208
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888-245-6864
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800-724-7526
...
More ways to contact Schwab
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Schwab.com
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Schwab International
Schwab Advisor Services™
Schwab Intelligent Portfolios®
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Schwab 529
Learning Quest® 529
Charles Schwab Investment Management (CSIM)
Portfolio Management Services
Open an Account
Accounts & Products
Accounts
Overview
Brokerage and Trading
Brokerage and Trading Account
Types of Brokerage Accounts
What is a Brokerage Account
Retirement Accounts (IRAs)
Retirement Accounts (IRAs)
Traditional IRA
Traditional IRA
Withdrawal Rules
Withdrawal Rules
59 1/2 & Above
RMDs
Contribution Limits
Roth IRA
Roth IRA
Roth vs Traditional
Withdrawal Rules
Contribution Limits
Rollover IRA
Rollover IRA
Rollover Options
Combining 401ks
Other IRAs
Other IRAs
Withdrawal Rules (Inherited)
Schwab IRA Calculators
Schwab IRA Calculators
Retirement Savings Calculator
Roth vs Traditional Calculator
Roth IRA conversion
RMDs Calculator
Inherited IRA RMD Calculator
Education and Custodial
Overview
College Savings Calculator
529 Savings Plan
Overview
529 State Tax Calculator
Learning Quest 529 Plan
Education Savings Account
Custodial Account
Overview
Custodial Transfer
Personal Choice Retirement
Small Business
Small Business Solutions
Small Business Retirement
Overview
Individual 401(k)
SEP IRA
Personal Defined Benefit Plan
Overview
FAQs
SIMPLE IRA
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Accounts by Financial Goal
Open an Account
Trading
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Schwab Trading Powered by Ameritrade™
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thinkorswim desktop
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Find Mutual Funds
Find Mutual Funds
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Build a Portfolio
Invest in a Portfolio Solution
Understanding Mutual Funds
Overview
Benefits and Considerations of Mutual Funds
Costs and Fees of Mutual Funds
ETFs vs. Mutual Funds
Types of Mutual Funds
Types of Mutual Funds
Equity Mutual Funds
Index Mutual Funds
Asset Allocation Mutual Funds
Target Date Mutual Funds
Commodity Mutual Funds
Environmental, Social and Governance (ESG) Mutual Funds
ETFs
Overview
ETFs at Schwab
Overview
Investor Information
Selecting ETFs
Understanding ETFs
Mutual funds vs. ETFs
Benefits of ETFs
ETF Costs & Fees
Types of ETFs
Overview
Sector ETFs
Dividend ETFs
Smart Beta ETFs
Environmental, Social and Governance (ESG) ETFs
Bond ETFs
Commodity ETFs
Currency ETFs
Stocks
Overview
Trading Stocks at Schwab
Extended Hours Trading
Understanding Stocks
Overview
Over-the-counter (OTC) securities
Master Limited Partnerships (MLPs)
Real Estate Investment Trusts (REITs)
Business Development Companies (BDCs)
New Issues Stocks
International Stocks
Overview
ADRs, Foreign Ordinaries & Canadian Stocks
Options
Overview
Introduction to Options
Overview
Options Contracts
Options Greeks
Options Strategies
How to Trade Options
Why Trade Options at Schwab
Get Started
Futures
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Introduction to Futures
Intro to Futures
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E-Mini S&P 500 Futures
E-Mini Nasdaq Futures
E-Mini Dow Futures
E-Mini Russell 2000 Futures
Why Trade Futures Through Us
Get Started
Bonds, CDs & Fixed Income
Overview
Fixed Income Products
Individual Bonds
Certificates of Deposit
Bond Funds, Bond ETFs, and Preferred Securities
Selecting Fixed Income
Pricing
Money Market Funds
Cash Solutions & Rates
Annuities
Cryptocurrency
More Investment Products
Banking & Borrowing
Overview
Bank Offerings
Checking
Overview
Schwab Bank Debit Card
FAQs
Savings
Home Loans & Rates
Strategic Borrowing
Credit Cards
Featured Offerings
Overview
Schwab Investing Themes™
Schwab Starter Kit™
Schwab Stock Slices™
Schwab Personalized Indexing™
Generating Retirement Income
Tax-Efficient Investing
Schwab Personal Trust Services
Advice
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Overview
Automated Investing
Automated Investing with Guidance
Overview
Compare Solutions
Compare Our Solutions
Compare Us To Others
Resources
An Introduction to Robo-Advice
Robo Advisor Myths
Education
Schwab Wealth Advisory™
More Advice Solutions
Financial Planning
overview
Financial Planning Offering
How Much You Need to Retire
Planning Calculators
Complimentary Plan
Advice Headline
Placeholder
Get more advice >
Advice Headline
Placeholder
Get more advice >
Pricing
Pricing
Overview
Commissions and Fees
Understanding Investment Fees
Transferring Accounts
Overview
Costs and Considerations
OTHER DETAILS
Overview
Client Relationship Summaries
$0 online equity trade commissions + Satisfaction Guarantee.
See our pricing >
Why Schwab
The Schwab Difference
Overview
Why Choose Schwab
Our Education
Our Satisfaction Guarantee
Our Schwab Security
Overview
Security Knowledge Center
Schwab Security Guarantee
Our Experts
Overview
Meet the experts behind Schwab's investing insights.
Our Account Protections
Ways to Invest with Us
Overview
Overview
Self-Directed Investing
Active Trading
Automated Investing
Wealth and Investment Management Solutions
How We Compare
Overview
Compare Us to Our Competitors
See Our #1 Rankings
More choices. More ways to invest how you want.
Explore ways to invest >
Learn
Insights & Education
Overview
Overview
Stocks
ETFs
Mutual Funds
Bonds
Fixed Income
Portfolio Management
Options
Futures
Forex
Technical Analysis
Fundamental Analysis
Trading
Overview
Overview
thinkorswim Demos
Market Commentary
Overview
Overview
Government Policy
International
Planning & Retirement
Overview
Financial Planning
College & Education
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Saving for Retirement
Living in Retirement
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Media
Overview
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