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• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• Charles Schwab | Charles Schwab

  Charles "Chuck" R. Schwab started the San Francisco–based The Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation's largest discount broker. Today, the company is the nation's largest publicly traded investment services firm, with around $7.4 trillion in client assets. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing, including 24/7 access to services, the one-stop mutual fund supermarket providing access to thousands of no-load, no-transaction-fee mutual funds, custodial services for independent registered investment advisors, online trading, and many others. Today, the company has expanded from its roots as a discount brokerage ...

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• Performance Stock | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.

• Charles Schwab Bank & Lending Products | Charles Schwab

  Explore banking products and offerings from Schwab Bank, including our checking account with no ATM fees worldwide.

• Using Stock Hacker on thinkorswim® | Charles Schwab

  Traders can find long-term investments for their portfolio using Stock Hacker on the thinkorswim® platform. Follow these eight steps for using Stock Hacker.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• 6 Different Trusts for Particular Needs | Charles Schwab

  There are nearly as many types of trusts as there are individual circumstances.

• Estate Planning Basics for Low Interest Rates | Charles Schwab

  Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments.

• Real Estate Investment Trusts (REITs) | Charles Schwab

  What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types.