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