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• 6 Key Roles to Include in an Estate Plan | Charles Schwab

  Naming people you trust to fill important roles, including executor and power of attorney, is essential to an estate plan. Learn whom to include and why.

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

• Create Watchlists on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to use watchlists on the thinkorswim® iOS mobile app. Create and customize your own watchlists.

• Buy & Sell Stock on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to buy and sell stock on the thinkorswim® mobile app for iPhone.

• Single Options on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to buy and sell call and put options using the thinkorswim® mobile app for iPhone.

• SEP Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SEP-IRA.

• How to apply for margin borrowing | Charles Schwab

  Learn how to submit a margin funds application to trade with margin funds on Schwab.com.Margin borrowing

• Trading Up-Close: Using Fundamental Analysis | Charles Schwab

  Joe Mazzola looks at fundamental analysis and how traders can use it to assess the value of equities and compare them to others in the same industry or sector.

• Schwab One® Custodial Beneficiary Conversion Account Application | Charles Schwab

  Use this form to convert a Schwab brokerage account with Custodial (UGMA or UTMA) registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends according to your state law.

• Investing Basics: Options | Charles Schwab

  Options are an alternative way to speculate on the performance of a security, such as a stock or ETF. Learn how options work and the risks associated with trading options.