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How to use options chain and Trade Builder

Place an options trade using robust tools with Schwab's options chain and Trade Builder.

How to personalize your account summary

Your account summary can be customized to your preferences, helping you get a better overview of your total value, open accounts, positions, and more.

How to close or roll an options spread

Learn how to close or roll existing options spread positions using Schwab.com.

Read PDF: How to close or roll an options spread

How to create and manage a portfolio in Portfolio Checkup

Create a target portfolio to assess your own portfolio's health in Portfolio Checkup.

How to apply for a futures account

Looking to gain exposure to new markets or to hedge against commodity prices? Consider applying for a futures account on schwab.com.

How to apply for a forex account

Looking to trade in the foreign exchange markets? Apply for a forex account on Schwab.com.

Read PDF: How to apply for a forex account

How to use auto-rollover when investing in Fixed Income

Automatically reinvest the principal on your maturing CDs and U.S. Treasury securities in just a few clicks.

Explore Fixed Income

How to place a cash-secured put

Learn how to use the All-In-One-Trade-Ticket to place a cash-secured put

Read PDF: How to place a cash-secured put