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Types of Brokerage Accounts | Charles Schwab
What type of brokerage account will suit your needs? Read about types of brokerage accounts and the difference between individual and joint brokerage accounts.
What is a Brokerage Account | Charles Schwab
A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs.
ESPP Taxes Explainer | Charles Schwab
ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.
Identity Theft Checklist | Charles Schwab
If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.
SEP IRA Employee Summary | Charles Schwab
Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.
SIMPLE IRA Elective Deferral Agreement | Charles Schwab
Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).
When Do You Need Umbrella Insurance? | Charles Schwab
Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.
Customize Platform Appearance on thinkorswim® | Charles Schwab
Customize the color scheme and font size on thinkorswim®.
Earnings Season: 3 Things You Should Look For | Charles Schwab
Earnings season is an important time for traders. Discover the three things traders should track during earnings season to stay on top of the markets.