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• Customize Platform Appearance on thinkorswim® | Charles Schwab

  Customize the color scheme and font size on thinkorswim®.

• Introducing Choiceology with Dan Heath | Charles Schwab

  You're not as rational as you think. In this new podcast, bestselling author Dan Heath performs forensic analysis on decision making. You'll hear real stories, learn from top experts, and witness informal experiments that demonstrate the mistakes we too often make.

• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.

• How to add and manage an authorized user | Charles Schwab

  The Schwab Difference Why Choose

• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids.

• How to monitor positions | Charles Schwab

  The Schwab Difference Why Choose

• How a Dividend Reinvestment Plan Works | Charles Schwab

  A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.

• Are Municipal Bonds Tax Free? | Charles Schwab

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

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• Schwab Futures and Forex daily segregated requirements July 2025 | Charles Schwab

  The Schwab Difference Why Choose