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• How to use Stock Screener to find stocks | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabBusiness Continuity Financial Statement Accessibility Help Contact Us About Schwab Careers Investment Professionals' Compensation...

• How to find my tax documents on Schwab Mobile | Charles Schwab

  Follow these instructions to access tax documents on Schwab Mobile Read PDF: Access tax documents on mobile

• Open a Schwab IRA | Charles Schwab

  Open online or use this form to open an IRA, a SEP-IRA, or a SIMPLE IRA.

• Preferred Stock: A Potential Income Tool | Charles Schwab

  If you're considering adding preferred stocks to your portfolio, know the benefits, characteristics, and risks.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• Investing Basics: Bitcoin and Blockchain | Charles Schwab

  Learn the basics of cryptocurrencies, including what they are, their benefits and risks, and how investors can gain exposure to them.

• Deferring Capital Gains Taxes With a 1031 Exchange | Charles Schwab

  A 1031 exchange can help you defer capital gains taxes on one investment property by investing sale proceeds into another. Learn how a 1031 exchange works.

• Buying, Renting, and Selling a Second Home | Charles Schwab

  A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.

• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.

• ESA Distribution Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account.