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• 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.

• 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.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Are Municipal Bonds Tax Free? | Charles Schwab

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

• 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.

• Education Savings Account (ESA) Application | Charles Schwab

  By signing this Application, you hereby adopt the Education Savings Account Plan that names Charles Schwab & Co., Inc. as custodian of this account, as further explained in the Charles Schwab & Co., Inc. Education Savings Account Plan.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Learn how to use the hypothetical gain or loss feature within custom watchlists to help guide your future investment decisions.

• Bonds vs. Bond Funds: How Do you Choose? | Charles Schwab

  Not sure whether to choose bonds or bond funds? Learn the key factors to consider, including your investment goals, time horizon, and risk tolerance.

• Qualified Retirement Plan (QRP)/Keogh or Individual 401(k) Required Minimum Distribution Request Form | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your QRP/Keogh or Individual 401(k) account.