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• 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.

• Loss of a Loved One - Financial Inventory Checklist | Charles Schwab

  At this time, getting organized can help you feel more in control. Use this checklist to help gather the documents you’ll need to settle your loved one’s affairs.

• Dividend Basics | Charles Schwab

  Take a quick dive into the basics of dividends including how they work, when they're paid, and why companies share profits with stockholders.

• Why Diversification Matters | Charles Schwab

  Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.

• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.

• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).

• The Case for Actively Managed Bond Funds | Charles Schwab

  Actively managed bond funds have historically outperformed the broader bond market. Discover how they work and what to consider when researching them.

• An Overview of the 1099 Composite Tax Form | Charles Schwab

  Learn which types of brokerage accounts typically generate a 1099 composite tax form. Plus, find out when to expect your brokerage 1099 tax form.

• Schwab Bank Wire Transfer Request and Authorization | Charles Schwab

  We may need to confirm your instructions prior to processing your request. To avoid delay, please complete all required fields and provide your telephone number requested in Section 2.

• ESPP Taxes Explainer | Charles Schwab

  ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.