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• 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).

• Wealth Management & Investment Services | Charles Schwab

  Use Schwab's personal wealth management and investment services to help you manage your wealth, pursue your financial goals, and transfer your estate to future generations.

• 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

• 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.

• 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.

• Tax and Estate Planning | Sample Scenarios

  See how Schwab Wealth Advisory helps clients achieve success with tax and estate planning.

• Preferred Securities: Balancing Yield with Risk | Charles Schwab

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

• Registered Index-Linked Annuity Rates | Charles Schwab

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

• 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.