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• Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab

  Use this form if you do not want to include investment advisory products as an investment choice under your plan.

• Option Traders: How Portfolio Margin Works | Charles Schwab

  Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.

• How to place a trade during extended hours | Charles Schwab

  Learn how to trade during the pre-market and after hours sessions with Schwab.

• How Do You Define Investment Risk? | Charles Schwab

  There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.

• 5 Rules for Creating a Retirement Paycheck | Charles Schwab

  Producing a steady income stream in retirement is a complex undertaking. Consider these five rules to help you create a retirement paycheck.

• How to create a customized watchlist on Schwab Mobile | Charles Schwab

  Create and edit a customized view of your watchlists on the Schwab Mobile app.

• Trading Long Calls and Puts on thinkorswim® Web | Charles Schwab

  In this video, we'll show you how to trade long calls and long puts using thinkorswim® web.

• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• A Number in Mind | Charles Schwab

  Focusing on a single data point to the exclusion of other information: It's a tried-and-true negotiating strategy, and it can quickly skew your judgment.

• Schwab 529 College Savings Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Schwab 529 Plan Account.