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Skip to main navigation Skip to content * Find a Branch * Contact Us CALL * Schwab Brokerage 800-435-4000 * Schwab Password Reset 800-780-2755 * Schwab Bank 888-403-9000 * Schwab Intelligent Portfolios® 855-694-5208 * Schwab Trading Services 888-245-6864 * Workplace Retirement Plans 800-724-7526 -------------------------------------------------------------------------------- ...More ways to contact Schwab * Chat * * Log In * Schwab.com * 中文登入 * Schwab International * Schwab Advisor Services™ * Schwab Intelligent Portfolios® * Schwab Alliance * Schwab Charitable™ * Retirement Plan Center * Equity Awards Center® * Schwab 529 * Learning Quest® 529 * Mortgage & HELOC * Charles Schwab Investment Management (CSIM) * Portfolio Management Services * Open an Account * What We Offer * * * Accounts * Overview * All Accounts * Brokerage and Trading * Brokerage and Trading Account * Types of Brokerage Accounts * What is a Brokerage Account * Retirement and IRAs * Retirement Accounts (IRAs) * Understanding IRAs * Understanding IRAs * Roth vs Traditional * Withdrawals & Distributions * Withdrawals & Distributions * Age 59 & Under * Age 59 1/2 & Above * Required Minimum Distributions * Calculators * IRA Calculators * Roth vs Traditional * Roth IRA Conversion * RMDs * Traditional IRA * Traditional IRA Account * What is a Traditional IRA * Contribution Limits * Withdrawal Rules * Roth IRA * Roth IRA Account * What is a Roth IRA * Contribution Limits * Roth IRA Conversion * Withdrawal Rules * IRA Rollover * IRA Rollover Account * What is a Rollover IRA * Rollover IRA/401K Rollover Options * Combining 401Ks * How to Rollover a 401K * Inherited IRA * Inherited IRA Account * Withdrawal Rules * Custodial IRA * Global Trading * Trust, Estate and Charitable * Overview * Trust Account * Estate Account * Schwab Charitable * Education and Custodial * Overview * College Savings Calculator * 529 Savings Plan * Overview * 529 State Tax Calculator * Learning Quest 529 Plan * Education Savings Account * Custodial Account * Overview * Custodial Transfer * Organizational Account * Personal Choice Retirement Account * Retirement * Overview * How much do you need to retire? 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DO YOU KNOW WHAT THEY ARE? Read more > THESE 8 MENTAL MIX-UPS COULD BE COSTING YOU MONEY. DO YOU KNOW WHAT THEY ARE? Read more > Open an Account Log In Find a Branch Contact Us Log In LOOK FORWARD TO PLANNING WITH SCHWAB. Every client gets access to a complimentary financial plan. Start planning LATEST MARKET NEWS AND INSIGHTS * BEGIN THE BEGIN: FED ANNOUNCES START OF TAPERING The Fed announced details of balance sheet tapering, but emphasized that the pace might be adjusted depending on inflation and economic trends heading into 2022. Read More * HELP! MY STUDENT LOANS ARE DUE AGAIN! With the right strategy, you can pay off debt while at the same time building a strong financial foundation. Read More * YOU’VE GOT TO EARN IT: EARNINGS GROWTH STRONG, BUT DESCENDING Earnings season has been stellar so far, although the growth rate is well off its prior quarter peak, with profit margins in focus looking ahead. Read More WE THINK YOU MIGHT LIKE: * KEEP MORE OF YOUR MONEY WORKING FOR RETIREMENT Base annuity costs 50% to 65% lower than industry average. Get details * HOME LOANS FROM ROCKET MORTGAGE Your relationship with Schwab may give you exclusive rates on select home loans. Learn more * CHARLES SCHWAB CARDS FROM AMERICAN EXPRESS Exclusive Schwab benefits with premium service from American Express. Terms apply. Learn more INVESTOR'S BUSINESS DAILY BEST ONLINE BROKERS 2021 Schwab was rated a Top Broker in the 2021 Investor's Business Daily Best of the Online Brokers Survey. IMPORTANT INFORMATION ABOUT OUR RELATIONSHIP WITH YOU: CLIENT RELATIONSHIP SUMMARIES Our Client Relationship Summaries offer a brief summary of our services, fees, and obligations when we work with you in a broker-dealer or an investment advisory relationship. Learn more at schwab.com/transparency > * OTHER SITES FOR ADVISORS, INVESTMENT PROFESSIONALS AND EMPLOYERS: * ADVISORS Get information about going independent with Schwab Advisor Services™ or becoming an independent franchise owner through Schwab Franchise. * INVESTMENT PROFESSIONALS Find information about Schwab Funds® and Schwab ETFs™ from Charles Schwab Investment Management, Inc. * EMPLOYERS Get information about Schwab Workplace Financial Services. CHECK THE BACKGROUND OF CHARLES SCHWAB OR ONE OF ITS INVESTMENT PROFESSIONALS ON FINRA'S BROKERCHECK. FOOTER LINKS * FOR CLIENTS Digital Services Mobile Apps * INDEPENDENT BRANCH Schwab Franchise * ABOUT SCHWAB Corporate Information Schwab Community Service * INTERNATIONAL Hong Kong, China London, UK Other regions * MULTILINGUAL SERVICES 中文 Quote Show Indices Symbol Lookup DJIA 36,157.58 +104.95 (+0.29%) NASDAQ 15,811.58 +161.98 (+1.02%) S&P 500 4,660.57 +29.92 (+0.65%) Russell 2000 2,404.28 +42.43 (+1.80%) Time (ET) 4:53:32 PM Refresh Schwab Stock Slices is not intended to be investment advice or a recommendation of any stock. Investing in stock can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing. The "S&P 500® Index" is a product of S&P Dow Jones Indices LLC or its affiliates ("SPDJI"), and has been licensed for use by Charles Schwab & Co., Inc. ("CS&Co."). Standard & Poor's® and S&P® are registered trademarks of Standard & Poor's Financial Services LLC ("S&P"; Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"). Schwab Stock Slices is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any representation regarding the advisability of using Schwab Stock Slices or investing in any security available through Schwab Stock Slices, nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index. Credit Notice: From Investor's Business Daily, January 25, 2021, ©2021 Investor's Business Daily, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution or retransmission of this Content without express written permission is prohibited. This advertising, and franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, only the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, and Wisconsin. If you are a resident of one of these states, or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and disclosure requirements in that state. Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades, maintenance, or for other reasons. 211 Main Street, San Francisco CA 94105 MN Franchise Registration Number: F-6699 Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds and Schwab ETFs. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Schwab, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO. (0721-1B5T) Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. 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