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• Schwab's Long-Term Return Expectations | Charles Schwab

  Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

• Establish a Schwab Company Retirement Account Master Account

  To establish a Schwab Company Retirement Account Master Account please download and review the Schwab ERISA 408(b)(2) Fee Disclosure first, then download, print and submit the master account application.

• Margin Trading: The Starter Guide | Charles Schwab

  There are different types of margin trading for stocks, options, futures, and forex. Read more to learn about their unique risks and benefits.

• Registered Index-Linked Annuity Rates | Charles Schwab

  Learn about the registered index-linked annuity (RILA) rates offered through Schwab.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).

• Schwab Bank Investor Checking Account Summary of Features, Fees and Rates | Charles Schwab

  To help you understand your account, below is a summary of some of the features, fees and rates.

• How to create a watchlist | Charles Schwab

  Custom watchlists can be a helpful research tool if you are interested in researching or tracking groups of securities.

• Schwab Futures and Forex daily segregated requirements December 2024 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Liquid Alternatives: Getting the Mix Right | Charles Schwab

  Liquid alternatives offer access to unconventional strategies and risks. Learn what to ask before ordering up a liquid alternative exchange-traded fund (ETF).

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.