How to open a Rollover IRA
Learn how to open a Rollover IRA, a great way to consolidate prior employer retirement accounts.
How to create a watchlist
Custom watchlists can be a helpful research tool if you are interested in researching or tracking groups of securities.
How to fund an IRA
Learn how to start funding your IRA at Schwab in just a few simple steps.
How to add and manage an authorized user
Learn how to securely provide & manage account access to authorized users.
Read PDF: Add authorized user
What are index funds
Make investing simple with index funds.
What are index funds?
Make investing simple with index funds.
How to research single stocks
Learn more about stocks you are interested in with Schwab's Research Tools.
How to verify via mobile
Use the Schwab Mobile app for an additional layer of security when you set up two-factor verification in your account.
How to set up security alerts
Set security alerts in your account to notify you of trading and investing opportunities.
How to cancel an order
Cancel an order you've already placed in your account.