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Form 1099-B: Cost Basis and Options Trading | Charles Schwab
At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.
Discover how some of the most popular tools and features of Schwab.com can help you simplify your financial life.
Open online or use this form to open two linked accounts: (1) a Schwab One brokerage account with Charles Schwab & Co., Inc. and (2) a Schwab Bank Investor Checking account with Charles Schwab Bank, SSB.
Qualified Retirement Plan (QRP) Distribution Request Form | Charles Schwab
Please carefully read the QRP Distribution Notice included with this form, which contains important information about your distribution.
Estate Planning at Any Age: Start Early | Charles Schwab
Organizing your estate is a good exercise at any age—but the sooner the better. Learn the value of planning your estate early in your financial journey.
Gamma in Options: Learn How It Works | Charles Schwab
Understanding options gamma can help traders better manage their stock options positions. Learn how options gamma works and three ways to manage gamma risk.
Trading Micro Crude Futures | Charles Schwab
Micro WTI Crude Oil futures offer smaller-sized contracts, allowing traders to access the oil market but with a reduced initial financial commitment than standard crude oil contracts.
How to Calculate Financing Rates on Forex Trades | Charles Schwab
When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.
Types of Insurance: A Guide | Charles Schwab | Charles Schwab
How do you know what type of insurance you need? Explore different kinds of insurance, their pros and cons, and costs.
Portfolio Management Checklist | Charles Schwab
Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up.