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• Schwab Prescott - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Prescott, AZ branch. Request an appointment on Schwab.com...

• ESA Distribution Request Form | Charles Schwab

  it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account....

• What Is FDIC Insurance? Limits and More | Charles Schwab

  It's smart to know the basics of FDIC insurance. Learn what it is, how it works, and how to maximize your coverage....

• StreetSmart Edge® to thinkorswim® Part 2 | Charles Schwab

  This video will familiarize you with the thinkorswim® platform so you can take advantage of your favorite features and functions of StreetSmart Edge® when using thinkorswim....

• How to Buy Stocks in 4 Steps for Beginners | Charles Schwab

  From square one to your first trade: This video will teach you what a stock is, what to consider when trading, and how to actually place the trade on schwab.com....

• Market Orders: Mastering the Order Types | Charles Schwab

  types are, why and when traders use them, and the factors involved can help you match an order type to your specific trade objectives....

• Schwab 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  Complete this form to start or change the allocation of your Payroll Deduction instructions on your existing Schwab 529 Plan Account(s)....

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities....

• Managing Money: Six Principles of Personal Finance | Charles Schwab

  Watch to learn about six personal finance topics that can have a big impact on your life: budgeting, saving, debt, taxes, insurance, and retirement....

• Schwab Personal Defined Benefit Plan Information Guide | Charles Schwab

  Take advantage of this opportunity to preserve your wealth for the future.