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Where personal finance gets personal
Option Traders: How Portfolio Margin Works | Charles Schwab
Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.
Should I Roll Over My 401(k)? | Charles Schwab
Changing jobs and wondering: "Should I roll over my 401(k)?" Discover five strategies for handling an old 401(k), along with the pros and cons of each.
Schwab Stock Slices®—Give the Gift of Ownership | Charles Schwab
Teach someone you care about the power of investing. With Schwab Stock Slices®, you can use the funds you deposited into their custodial account to purchase fractional shares for them.
Apply for a Mortgage | Charles Schwab
Apply for a mortgage through Schwab Bank's home loan program provided by Rocket Mortgage to get a home loan designed for your needs.
How to Navigate OTC Trading | Charles Schwab
OTC Trading (over-the-counter trading), where stocks trade outside of centralized exchanges, can seem like a good opportunity. But you must understand the risks.
Discover how research tools may help you spend less effort getting the information you want and more time acting on it.
Margin Loan Risks & Benefits | Charles Schwab
Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.
Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab
Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.
Charitable Donations: The Basics of Giving | Charles Schwab
Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.