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Customize Platform Appearance on thinkorswim® | Charles Schwab
Customize the color scheme and font size on thinkorswim®.
The Case for Actively Managed Bond Funds | Charles Schwab
Actively managed bond funds have historically outperformed the broader bond market. Discover how they work and what to consider when researching them.
An Overview of the 1099 Composite Tax Form | Charles Schwab
Learn which types of brokerage accounts typically generate a 1099 composite tax form. Plus, find out when to expect your brokerage 1099 tax form.
Dividend Basics | Charles Schwab
Take a quick dive into the basics of dividends including how they work, when they're paid, and why companies share profits with stockholders.
Why Diversification Matters | Charles Schwab
Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.
IRA/ESA Divorce Transfer Request Form | Charles Schwab
Complete and sign this form and return it to Schwab to request a transfer of interest from one IRA or ESA account to a spouse’s or an ex-spouse’s IRA or ESA account as a result of a divorce decree or separation instrument.
Market Snapshot | July 2025 | Charles Schwab
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Online Security Checklist | Charles Schwab
We consider your account security to be a partnership between you and Schwab.
Margin Loans | Margin Trading Account | Charles Schwab
Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you.
Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.