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.
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.
How to start investing at Schwab
Start investing at Schwab in just a few steps. This video demonstrates common tasks that will get you on the path to investing.
How to research ETFs and mutual funds
Use a list of investments prescreened by experts at Schwab's Center for Financial Research to start researching ETFs or mutual funds.
How to build a CD or Treasury ladder
A ladder is a strategy designed to provide current income while minimizing exposure to interest rate fluctuations. Learn how to use our ladder tool to get started.3
How to go paperless
Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.
Read PDF: Go Paperless
How to reset login ID
Securely provide identifying information to reset your login ID.
Read PDF: Reset login ID
How to change my contact information
Keep your contact information up to date. Update your email, phone number, or mailing address.
How to change my name
Big life event? Make sure your name is up to date.