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• How to transfer securities between accounts | Charles Schwab

  Move or gift assets from one Schwab brokerage account to another Schwab brokerage account.

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.Read PDF: Go Paperless

• How to use Fund Finder | Charles Schwab

  Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.

• How to see Schwab's Portfolio Builder

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• Instructions to Open or Update a Schwab One Trust Account with Optional Schwab Bank Investor Checking Account Bundle | Charles Schwab

  Please return pages 1–19 of this form, plus the title and all signature pages of the Trust documentation.

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• Soft vs. Hard Divide Persists | Charles Schwab

  There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Bonds vs. Bond Funds: Which is Right for You? | Charles Schwab

  Not sure which to choose? There are pros and cons to each. Here are some things to consider about individual bonds versus bond funds.