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• Are Municipal Bonds Tax Free? | Charles Schwab

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

• 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.

• Schwab Global Account™ and Schwab One® Brokerage Account Combination Application | Charles Schwab

  Use this application to open a new Schwab One Brokerage Account and an associated Schwab Global Account.

• 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.

• 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.

• 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.

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• 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.

• Floating-Rate Notes: 4 Key Considerations | Charles Schwab

  Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.

• Alts: Hedge Funds, Private Equity, and More | Charles Schwab

  Alternative investments such as hedge funds and private capital can give qualified investors access to strategies beyond those available in public markets.