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• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• How to Buy Funds on Schwab.com | Charles Schwab

  Before building your first investing portfolio, learn how to buy funds and calculate how much to invest.

• How Futures Margin Works | Charles Schwab

  Learn about futures margin trading and how leverage impacts potential profits and losses.

• thinkorswim Download | Charles Schwab

  Analyze, strategize, and trade like never before when you open an account with Charles Schwab and download the powerful thinkorswim platforms.

• American Express Platinum Card® for Schwab | Charles Schwab

  Enjoy unique cards with premium rewards, services, and experiences from American Express. Designed exclusively for Schwab investors.

• Schwab Intelligent Portfolios Historical Performance | Charles Schwab

  This interactive tool allows you to see historical returns for a sample of some of the available portfolios.

• Research | Charles Schwab

  Discover how research tools may help you spend less effort getting the information you want and more time acting on it.

• Schwab Starter Kit™ | Charles Schwab

  Start investing today with the Schwab Starter Kit. Get $50 invested equally in the top 5 stocks. Learn how to manage with tools and resources provided!

• Cost Basis | Charles Schwab

  Understand cost basis and any tax implications, so you can manage your tax liability.

• What Is Forex Trading and How Does It Work? | Charles Schwab

  Forex trading—foreign exchange trading—is the buying and selling of global currencies. Learn more about the risks, opportunities, and mechanics.