Around this time of year, we’ll receive a few calls and emails about when tax forms for investment and retirement accounts will be ready. You...
READ MORESchwab Mobile Deposit
by Elizabeth Sydzyik | Apr 27, 2021 | P&A Articles
Have you ever wondered, “How can I deposit this check into my brokerage account as soon as possible?” Charles Schwab has an answer: Schwab...
READ MORESchwab eliminates commissions
by Jon Sevenker | Oct 9, 2019 | P&A Articles
Good news for P&A clients! Effective October 7, 2019, Charles Schwab is eliminating trading commissions on U.S.-listed stocks and...
READ MORESIPC or ROTFL, which is your favorite acronym?
by Trey Pittenger | Aug 15, 2018 | P&A Articles
We live in a world of acronyms. TBA, IDK, BTW and my personal favorite ROTFL. You might have to Google that one. In the world of investing,...
READ MOREMake the move
by Jon Sevenker | Aug 1, 2016 | P&A Articles
For the vast majority of our clients, Charles Schwab is their custodian. In this role, Schwab is responsible for holding our clients’ assets...
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