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• Why Buy a Mutual Fund | Charles Schwab

  Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.

• SEP-IRA Employee Instructions | Charles Schwab

  Your employer has established a Schwab SEP-IRA retirement savings plan to help you meet your retirement goals.  Follow these instructions to open your SEP-IRA account.

• Tips for Inflation Protection | Charles Schwab

  Treasury Inflation-Protected Securities (TIPS) are U.S. Treasury bonds designed to keep up with the rate of inflation.

• Mega-Cap Rollercoasters: Basics of Single-Stock ETFs | Charles Schwab

  Single-stock ETFs are now available, but these funds pose unique risks and aren't for everyone. Here are a few basics.

• SIMPLE IRA Employee Q&A | Charles Schwab

  Here are answers to some questions you may have about the SIMPLE IRA.

• Tax Withholding Election Form for Individual Retirement Accounts | Charles Schwab

  Use this form to change or revoke your existing tax withholding election. A separate IRA Tax Withholding Election Form must be completed for each account.

• Protect yourself from phishing | Charles Schwab

  Identify and report malicious activity.

• Verify Your Request for a Schwab Global Account™ Foreign Wire Transfer | Charles Schwab

  Do not use this form for retirement or Schwab Bank accounts. Visit Schwab.com for IRA distribution and Schwab Bank wire request forms.

• Trustee Change for S1 and IC | Charles Schwab

  This Trustee Change Form can be used to add and/or remove Trustees on a Schwab One Trust account, a Schwab Brokerage Trust account, a Schwab One International Trust account, or a Schwab Inherited IRA for a trust beneficiary.

• Contact Us | Customer Service | Charles Schwab

  If you're looking for assistance with your Schwab account, please contact Charles Schwab customer service. We're happy to help anytime.