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• Asset Allocation | Charles Schwab

  Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk profile.

• How to add and manage an authorized user | Charles Schwab

  Learn how to securely provide & manage account access to authorized users.Read PDF: Add authorized user

• Compare Us | Charles Schwab

  We offer industry-leading pricing, award-winning customer service, and a Satisfaction Guarantee—something no one else promises.

• Trade execution quality | Charles Schwab

  Get an inside look at how Schwab’s order routing process seeks to obtain high-quality trade execution results.

• How to place a trade | Charles Schwab

  Our All-In-One Trade Ticket® provides easy access to multiple asset types (stocks, ETFs, and options), and lets you place and execute your trades from a single location.

• Find a Consultant | Charles Schwab

  Search by last name or location and find a Schwab consultant to help you reach your financial goals.

• Options Trading | Charles Schwab

  Explore options trading with Schwab. Trade with our intuitive online platforms and tools, plus receive real-time decision support from options specialists.

• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.

• Avoid the Emotional Investing Trap | Charles Schwab

  Far too often, investors focus on the current hot stocks or investment fads and take on more risk in their investment portfolio than is necessary to achieve their financial goals.

• Retirement Income | Charles Schwab

  Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.