How to select the cost basis method
Learn how to select the cost basis method when selling a stock.
Read PDF: How to select cost basis
How to set up a watchlist on Schwab Mobile
Discover how to easily research and track curated groups of securities using the watchlist tool on Schwab Mobile.
How to use accounts summary
Get an overview of your accounts, total value, positions, historical charts, and more using the Schwab account summary.
How to place a stop limit order
Explore how to place a sell stop limit order using the All-In-One Trade Ticket®
How to Use Schwab Equity Ratings®
Research stocks using Schwab Equity Ratings, used to indicate Schwab's outlook on 3,000+ U.S.-traded stocks.
How to find my tax documents
How to access your tax documents in a few simple steps.
Simplifying fixed income for you
How to buy Treasuries
Discover how to research and buy Treasuries in just a few simple steps.
How to set up security alerts to keep my account secure
Receive notifications about important changes to your Schwab account by setting up security alerts.