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• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements.

• Cash Investments – Sweeps, CDs, Money Market Funds & More | Charles Schwab

  Cash can play different roles based on your financial strategy. Our solutions fall under two categories: savings and investment cash and everyday cash.

• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

• Privacy Notice | Charles Schwab

  What does the Charles Schwab Corporation do with your personal information? Read the Charles Schwab privacy policy.

• How to Buy Funds on Schwab.com | Charles Schwab

  Before building your first investing portfolio, learn how to buy funds and calculate how much to invest.

• Family Harmony and Your Legacy | Charles Schwab

  The most effective estate planning includes open communication with family to ensure there are no emotional roadblocks to creating a legacy that lasts for generations.

• thinkorswim® paperMoney®: Stock Trading Simulator | Charles Schwab

  In this tutorial, we'll demonstrate how to use paperMoney® on the thinkorswim® platform and place simulated stock trades.

• Business Development Companies (BDCs) | Charles Schwab

  What is a business development company? Explore BDCs, their investment strategies, and the advantages and disadvantages of investing in BDC stock.

• Mortgage Rates | Schwab Bank | Charles Schwab

  Check current mortgage rates to purchase a home or refinance your loan. Schwab offers secured loans that you can use for mortgages with affordable interest rates.

• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.