Section
Topic
Life Event

How to open an option collar position

Learn how to quickly open an option collar position using Schwab.com.

Place a trade

How to place a covered call trade

Place a covered call options trade using the All-In-One Trade Ticket on Schwab.com

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How to repay margin loans

Repay margin loans and meet margin calls on Schwab.com

Read PDF: How to repay margin loans

How to use performance reporting

Review the performance of your portfolio over time to make informed investment decisions.

Read PDF: How to use performance reporting

How to see how much buying power I have

Understanding buying power is an important aspect of a margin account. See how much buying power is available to you in just a few clicks.

Check balances

How to sell a bond before maturity

If you need to sell a bond before it's maturity, you can close your position in a few steps starting from your Positions page.

Read PDF: How to sell a bond

How to sell specific lots

Available in both the All-In-One Trade Ticket® and SnapTicket®, see how to sell specific lots when placing a trade.

Use All-In-One-Trade Ticket

How to rename an account

Easily rename your account in just a few simple steps.

Rename an account

See how it works