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Open online or use this form to open two linked accounts: (1) a Schwab One brokerage account with Charles Schwab & Co., Inc. and (2) a Schwab Bank Investor Checking account with Charles Schwab Bank, SSB.
Tax-Efficient Investing | Charles Schwab
Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.
How to reinvest dividends | Charles Schwab
Discover how to find equities that pay dividends and learn how you can reinvest them.
A Future Uncertain: Recession Coming? | Charles Schwab
Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.
ERISA 408(b)(2) Fee Disclosure Report | Charles Schwab
The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries.
Municipal Bonds: Mid-Year Outlook [2025] | Charles Schwab
What's next for municipal bonds in the second half of 2025? Here's what fixed income investors should know about the muni bond market.
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).
Comparing Education Savings Accounts | Charles Schwab
Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts.
Account Types with Schwab Intelligent Portfolios | Charles Schwab
Unsure about which Schwab Intelligent Portfolios® account is appropriate for you? Consider your options.
What Are Money Market Funds, and How Do They Work? | Charles Schwab
Money market funds typically invest in higher-yield, short-term debt securities. Learn how they work, their pros and cons, and if they make sense for you.