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What is a Robo Advisor | Charles Schwab
Learn what Robo-Advisors are, and how they can put your money to work to help you meet your specific financial goals.
Form 1099-B: Cost Basis and Options Trading | Charles Schwab
At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.
The Risks of P2P Payment Apps | Charles Schwab
Peer-to-peer (P2P) payment apps have simplified money transfers—but what are the risks of associated with using payment apps? Learn how to avoid scams.
Managing Cash-Secured Puts | Charles Schwab
Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.
Ways to Help Reduce Risk in Your Portfolio | Charles Schwab
A market downturn can expose risk in your portfolio. Learn how to help manage portfolio risk by aligning your investment strategy with your risk tolerance.
Important Information About Our Services and Fees | Charles Schwab
Important information about our relationship with you. Learn more about how our brokerage and advisory services and fees differ.
Charitable Remainder Trusts: What to Know | Charles Schwab
Charitable remainder trusts can provide a tax break and income for life. Learn the different types, how they work, how to maximize them, and how they're taxed.
Paper Trading | Charles Schwab
Test drive thinkorswim with paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line.
Advisory Programs Referenced in our CRS-IA | Charles Schwab
See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.
Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab
The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.