Skip to content

Contact Us

Don’t work with us (yet)?

Find out why you should. We'd love to hear about your goals and how we can help you reach them. Take the first step today.
Contact Us

Already work with us?

Your sales and service pros are standing by. Log in to Schwab Advisor Center to find their contact info.
Find your team

Need login help?

Reach out to our Advisor Platform Support Team.
Call 800-647-5465
Log In

Going Independent
Why Schwab
Serving Your Clients
Managing Your Business
Navigating Risk & Regulations
Insights & Ideas

Contact Us

Don’t work with us (yet)?

Find out why you should. We'd love to hear about your goals and how we can help you reach them. Take the first step today.
Contact Us

Already work with us?

Your sales and service pros are standing by. Log in to Schwab Advisor Center to find their contact info.
Find your team

Need login help?

Reach out to our Advisor Platform Support Team.
Call 800-647-5465

Log in

Investing Basics

Format

Article

Infographic

Podcast

Slideshow

Video

Section

Disclosures|Disclosures
Insights & Ideas
- Bond Insights
- Sector Views
- 2022 Schwab Market Outlook
- Market Commentary
- Perspectives
- WashingtonWise Investor
- Election 2020
- Washington Watch
- Tax Legislation
- Trading
- Tax Strategies
- Retirement
- Market Volatility
- Portfolio Management
- Women & Investing
- Personal Finance & Planning
- Ask Carrie
- Schwab 1000 Index
- Retirement Income
- Helping Aging Parents
- Have a Richer Conversation
- Marriage
- Preparing for the cost of college
- Changing Jobs
- Homeownership
- Families with Children
- Bear Market Strategies
- Life & Work
- On Investing
- Schwab Asset Class Quilt®
- Chart Your Future
- Onward
- Resources for Senior Investors
- Financial Exploitation
- Financial Decoder
- Welcome Improviser
- Plan your next chapter
- New Wealth
- Trading Up-Close
- Welcome Dreamer
- Welcome Organizer
- Welcome Philosopher
Schwab Market Update
In the News
Commentary
- Schwab Market Update
- Schwab Market Update Podcast
- Market Outlook
- Looking to the Futures
- Weekly Trader’s Outlook
- Washington Watch
- Today's Options Market Update
- Bond Insights
- Sector Views
Guides
- Guide to Financial Planning
- How to Invest
- How to Pay Yourself in Retirement
- Investor's Guide to Taxes
- Schwab Starter Kit
Publications
- Invested in the Game
- Money Talk
  - Money Talk Budgeting and Saving
  - Money Talk Education Savings
  - Money Talk Investing Basics
  - Money Talk Planning and Goals
- On Investing
- Choiceology
- Financial Decoder
  - Financial Decoder Season 19
  - Financial Decoder Season 11
  - Financial Decoder Season 9
- Onward
  - Onward Archive
  - Onward Word of Mouth
  - Onward Family Matters
  - Onward Quick Takes
  - Onward Features
  - Onward Letters
  - Onward Perspectives
  - Onward Big Picture
  - Onward Trading
- Trading Up Close
- Washington Wise
SIT Provider
- Billing
- Client Profiling FP
- Compliance
- CRM
- CRM Consultants
- Cybersecurity
- Data Aggregator
- Document and Form Management
- Financial Planning
- Integrated Platform
- IT/Infrastructure/Hosting
- Other
- Outsourcing Providers
- PMS Consultant/ Add Ons
- Portfolio Management
- Practice Management
- Reporting
- Research & Analytics
- Risk Analysis
- Technology Consultants
- Trading & Rebalancing
- UHNW Technology
- Website/Portal
Advisor Services
- Business
- Client service
- Engaging clients
- Evolving your strategy
- Industry
- Managing risk
- Managing talent
- Marketing
- Marketing your business
- Professional development
- Risk and regulation
- Talent
- Technology
  - Custody and Trading Platform
  - Flexible Technology
  - Client Solutions
  - Support and Guidance
- Services for RIAs
  - Serving Your Clients
    - Transfer, Trade & Manage
    - Products
    - Working with Schwab
  - Supporting Your Back Office
    - Compliance
    - Profit From Your Success
  - Helping You Grow
    - Plan For Your Growth
    - Expansion through Acquisition or Merger
    - Schwab Support
  - Advising HNW and Institutions
- Advisors in Transition
  - Understanding the RIA Model
    - RIA Models
    - Advisors at IBDs
    - Services for Small Business
    - Is the Independent Advisor Model the Right Fit for You?
  - Benefits of the RIA Model
    - Financial Freedom
    - Compliance & Legal Considerations
  - Schwab Advantage
    - Our Difference
    - Our Products
    - Grow & Manage Your Business
  - Transition Process
- Tools & Resources
  - Advisor Resources
  - Events & Education
  - Markets & Economy
  - Insights For Advisors
On Investing Archive

Category

Retirement
- IRA
- Retirement
- Retirement - Nearing or in
- Social Security
- IRA - Roth
- Retirement Income
- Retirement - Saving for
- RMDs
- Annuities
- 401(k)
- Social Security
- IRA - Traditional
- PCRA
- IRA - Rollover
- Retirement Income Fund
- 401k
Taxes
- Cost Basis
- Taxes
- Tax Loss Harvesting
- Tax Filing
- Tax Planning
Trading
- Futures
- Margin
- Margin
- Order Types
- Forex
- Options
- Futures
- Trading
- Options
- Research
- Technical Analysis
- Trading Tools
Investments
- Stocks
- Bonds
- Cash
- Commodities
- Cryptocurrency
- ETFs
- Fixed Income
- Mutual Funds
- Real Estate
Markets and Economy
- Market Volatility
- Government Policy
- International
- Sectors
- US
Financial Planning
- Debt Management
- Equity Compensation
- Fraud Prevention
- Travel Planning
- Behavioral Finance
- Budgeting
- Trusts
- Charitable Giving
- Credit Cards
- Education
- Estate Planning
- Health Care
- Insurance
- Mortgages
- Saving
- Security Based Loans
- Small Business
- Wills
Portfolio Management
- Performance
- Risk
- Asset Allocation
- Rebalancing
- Company Earnings
- Portfolio Management
- Planning
- Robo Advice
- Fundamental Analysis
- Investment Management
- Rebalancing
- Risk
- Index Funds
- Performance
- Diversification
- Fees
- Growth
- Fundamental
- Fees
- Active Equity Funds
- Diversified Portfolios
- Cost Basis
- Benchmarking
- Commodities
- Cash
- Asset Allocation
Retirement Income
Stocks
- Schwab Equity Ratings
- Stocks
- Dividends
ETFs
- ETFs
- Screener
Market Commentary
- Economy
- Sector Views
- Government Policy
- Markets
- Investing Brief
- Market Update
- Market Perspective
Mutual Funds
- Target Date Funds
- Mutual Funds
- Mutual Fund Select List
Fixed Income
- Bonds
- Certificates of Deposit
- Fixed Income
- Money Markets
- Annuities
International
- Currency
- Emerging Markets
- International Investing
Personal Finance
- 529 College Savings
- Behavioral Finance
- Budgeting
- Charitable
- Couples and Families
- Credit
- Credit Card
- Net Worth
- Custodial
- Debt Management
- Education Savings
- Estate
- Home Equity Line of Credit
- Insurance
- Investing Basics
- Kids and Teens
- Mortgages
- Checking
- Personal Finance
- Real Estate
- Savings
- Setting Goals
- Pledged Asset Line
- Small Business
- Starting Out
- Trusts
- Wills
- Major Purchases
- Budgeting & Saving
- Planning & Goals
- Banking, Credit & Debt

Life Event

Building wealth
Divorce
Family Loss
Helping Aging Parents
In Retirement
Job Change
Marriage
Nearing Retirement
New Wealth
Parenting
Retirement
Starting Out
Starting Out On Your Own

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

Visit Schwab on YouTube

Visit Schwab on X formerly Twitter

Visit Schwab on LinkedIn

Going Independent
Why Schwab
Serving Your Clients
Managing Your Business
Navigating Risk & Regulations
Insights & Ideas

Site Map
Schwab Alliance
Schwab Franchise
Schwab
About Schwab
Privacy