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Frequently Asked Questions - Asset Transfer | Charles Schwab
In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.
Charles Schwab offers a wide range of investment advice, products and services, including brokerage and retirement accounts, ETFs, online trading and more.
Request an IRA Distribution | Charles Schwab
Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.
thinkorswim® paperMoney®: Stock Trading Simulator | Charles Schwab
In this tutorial, we'll demonstrate how to use paperMoney® on the thinkorswim® platform and place simulated stock trades.
How Do You Define Investment Risk? | Charles Schwab
There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.
Socially Responsible Investing (SRI) | Charles Schwab
What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.
Reducing RMDs With QCDs in 2025 | Charles Schwab
A qualified charitable distribution (QCD) can satisfy required minimum distributions (RMDs) and philanthropic goals. Read more about the tax benefits of QCDs.
Alternative Investments | Charles Schwab
Learn more about the types of alternative investments available through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks.
How to apply for margin borrowing | Charles Schwab
Learn how to submit a margin funds application to trade with margin funds on Schwab.com
Registered Index-Linked Annuities | Charles Schwab
A Schwab registered index-linked annuity with no annual fees gives you the opportunity for equity-like earnings while offering a level of protection in market downturns.