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Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.
Trust, Estate & Charitable Accounts | Charles Schwab
Schwab can help with estate planning—whether it's consolidating assets, buying and selling securities, or managing cash flow to cover expenses and pay taxes.
Ways to Invest | Charles Schwab
Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.
Schwab Custodial IRA Account Application | Charles Schwab
By signing this Application, you hereby adopt the Individual Retirement Plan that names Charles Schwab & Co., Inc. as Custodian of this Account, as further explained in the Charles Schwab & Co., Inc. Individual Retirement Plan.
Why Trade Options at Schwab | Charles Schwab
Get the best of options trading at Schwab. We provide competitive fees, intuitive tools and platforms, specialized support, options trading education, and more.
Performance Stock | Charles Schwab
Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.
Open a Schwab account online | Charles Schwab
Open a Schwab account online today to start saving, trading or investing. We offer brokerage, IRA, checking and Schwab Intelligent Portfolios online.
Fraud Prevention | Charles Schwab
Help protect yourself against fraud and deceptive practices targeting your money and property.
Company Earnings | Charles Schwab
Understand what impact company earnings may have on the market and your investments.
Asset Allocation | Charles Schwab
Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk profile.