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Tax reporting and cost basis facts for stock plans.
12A Name(s) shown on return Social security numb r or taxpayer identification number Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from...aren’t required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete...than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to...
Schwab Trading Activity Index™ (STAX) | Charles Schwab
Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide.
View All Branches | Charles Schwab
Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.
Bond Funds and Bond ETFs | Charles Schwab
Learn about bonds, mutual funds, ETFs, and preferred securities. Discover how to get started investing in them to diversify your portfolio.
Commodity ETFs | Charles Schwab
What are commodity exchange-traded funds (ETFs)? What are the benefits and risks of including them in your financial portfolio?
SIMPLE IRA Participant Notice and Summary Description | Charles Schwab
Complete all sections of this document, as applicable, in accordance with the elections you made on the Adoption Agreement. Retain the original for your records—this document should not be returned to Schwab.
Schwab 529 College Savings Plan Account Features Form | Charles Schwab
Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.
Soft vs. Hard Divide Persists | Charles Schwab
There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.
What are stocks? | Charles Schwab
What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.
How to transfer funds out of your account | Charles Schwab
Discover the different ways to transfer funds from your Schwab account.