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• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• SIMPLE IRA Instructions | Charles Schwab

  Follow these instructions to open your SIMPLE IRA account.

• Futures Trading | Charles Schwab Futures and Forex

  Our specialized futures trading resources and industry-leading platform thinkorswim can help you trade futures, no matter your experience or skill level.

• 8 Things to Know about IPOs | Charles Schwab | Charles Schwab

  What is an IPO? How does it work? If you have equity compensation, how will you be impacted? Learn what to expect during an initial public offering.

• Schwab Futures and Forex daily Forex obligation June 2025 | Charles Schwab

• How to use Stock Screener to find stocks | Charles Schwab

  Research stocks using popular predefined screens or create and save screens of your own in order to find stocks that meet your investment needs.Stock Screener

• How to Handle Margin Calls | Charles Schwab

  Watch to learn what to do if you get a margin call and how to potentially avoid them.

• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).

• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.