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Topic
Life Event

How to sell stop order

Place a standard sell stop order in the All-In-One Trade Ticket®

How to trade on margin

Learn how to place a trade on margin using the All-In-One Trade Ticket and check your balances to see how the margin affects your account.

How to build a mutual fund or ETF portfolio

Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

How to open a custodial account

Learn how to open a custodial account to invest on behalf of a minor.

Read PDF: How to open custodial account

How to understand account balance and available margin

Learn how to see available funds and margin balances so you can place trades and withdraw from your accounts.

How to reinvest dividends

Discover how to find equities that pay dividends and learn how you can reinvest them.

How to transfer funds out of your account

Discover the different ways to transfer funds from your Schwab account.

How to use Fund Finder

Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.

How to use Stock Screener to find stocks

Research stocks using popular predefined screens or create and save screens of your own in order to find stocks that meet your investment needs.

Stock Screener

How to use prescreened stock lists

Start researching stocks using a list of investments prescreened and sorted by experts at Schwab's Center for Financial Research.