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• Preferred Securities: Balancing Yield with Risk | Charles Schwab

  Preferred securities' yields may be appealing, but they almost always come with additional risks.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).

• Schwab's Long-Term Return Expectations | Charles Schwab

  Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

• Schwab Bank Investor Checking Account Summary of Features, Fees and Rates | Charles Schwab

  To help you understand your account, below is a summary of some of the features, fees and rates.

• Margin Trading: The Starter Guide | Charles Schwab

  There are different types of margin trading for stocks, options, futures, and forex. Read more to learn about their unique risks and benefits.

• Registered Index-Linked Annuity Rates | Charles Schwab

  Learn about the registered index-linked annuity (RILA) rates offered through Schwab.

• How to create a watchlist | Charles Schwab

  Custom watchlists can be a helpful research tool if you are interested in researching or tracking groups of securities.

• Schwab Futures and Forex daily segregated requirements December 2024 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.

• Individual 401(k) Account Application | Charles Schwab

  If this is an initial employer adoption of a Schwab Individual 401(k), you must also include your completed, signed and dated Individual 401(k) adoption Agreement.