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• What Does the Federal Reserve Do? | Charles Schwab

  The Federal Reserve, or the Fed, is an important and influential part of the U.S. economy, and its role is explained further in this video.

• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.

• The Schwab One® Custodial Account Info Sheet | Charles Schwab

  A custodial account allows you to open an account in a child’s name and manage it, typically until the child reaches age 18 or 21 and takes full control of the account (or can be up to age 25, depending on state laws).

• Practice Trading Risk-Free with paperMoney® | Charles Schwab

  Fine-tune your trading skills with thinkorswim® paperMoney®. You can learn the nuances of the platform and try new strategies without risking real money.

• How a Dividend Reinvestment Plan Works | Charles Schwab

  A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.

• Schwab Futures and Forex daily segregated requirements July 2025 | Charles Schwab

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• How to find my tax documents on Schwab Mobile | Charles Schwab

  Follow these instructions to access tax documents on Schwab Mobile Read PDF: Access tax documents on mobile

• Floating-Rate Notes: 4 Key Considerations | Charles Schwab

  Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.

• Watch Out for Wash Sales | Charles Schwab

  Understanding wash-sale rules could help you avoid a costly mistake.