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• Tax reporting and cost basis facts for stock plans.

  Schwab provides to participants on 1099-B portion of tax document Will I need to adjust my cost basis on Form 8949 to account for ordinary income? ESPPs: 423 Qualified Plan Covered:...

• Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab

  Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.

• What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab

  Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.

• Pricing Guide for Individual Investors | Charles Schwab

  Pricing Guide for Individual Investors | Charles Schwab

• Schwab Intelligent Income™: A simple, modern way to pay yourself from your portfolio Whitepaper | Charles Schwab

  Learn how Schwab Intelligent Income can be used to pay yourself in retirement.

• DAFgiving360 | Donor-Advised Fund | Charles Schwab

  Structure your giving, manage your taxes, and simplify your recordkeeping with a DAFgiving360 account.

• How to check my positions | Charles Schwab

  Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends.

• Schwab Wealth Advisory™ Disclosure Brochure | Charles Schwab

  This brochure provides information about the qualifications and business practices of Charles Schwab & Co., Inc. ("Schwab"). If you have any questions about the contents of this brochure, please contact us at the phone number above.

• Securities Lending | Charles Schwab

  Schwab's Securities Lending Fully Paid Program allows you to lend out securities you already own. Explore securities and stock lending with Schwab.

• Personal Defined Benefit Plan: Charles Schwab: FAQs | Charles Schwab

  Is a Personal Defined Benefit Plan the right retirement solution for you and your small business? Find out the facts.