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• Investor Information for ETFs | Charles Schwab

  Interested in an ETF investment? Our investor information includes helpful resources such as prospectuses, fund performance, and portfolio holdings for each Schwab ETF.

• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• Schwab Futures and Forex daily segregated requirements March 2025 | Charles Schwab

  Contact UsHome Loans & Rates Pledged Asset Line Credit CardsWays to Invest with Us Overview

• 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.

• Options Exercise, Assignment & Expiration | Charles Schwab

  Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.

• How to Trade Options | Charles Schwab

  Get an overview of how to trade options using specialized tools by Schwab.

• Getting Started with Options | Charles Schwab

  In this video, we explore buying long call options, the first of the four building blocks upon which all options trades are constructed.

• Access the World with Schwab Global Investing Services | Charles Schwab

  With more than 20 years of experience in global investing, Schwab offers the ability to invest in foreign markets, backed by service that hinges on education and deep expertise.

• Recent Questions From Investors | Charles Schwab

  Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.

• 2024 Tax Reference Guide | Charles Schwab

  This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2024.