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Wealth Twins Wealth Pack

104 members • $1/month

4 contributions to Wealth Twins Wealth Pack
📍Start Here
Hi! Welcome to the Wealth Pack Community! The Goal of this group is to bring together those who want to learn how to grow their wealth the smart way and become confident in their money decisions! Please take a look in the classroom section in the top menu to download some resources. We will continue to add to it. To kick things off, please comment below introducing yourself Let us know: 1. Where are you from 2. What is the personal finance area you want to focus on 3. Pick a GIF that represents you in some way ⚠️ Please do not give out any personal information in this community. This is a public group so be mindful and keep your information safe. Keep your comments general and when we see comments themes we will have a group discussion about it. See you in the comments!
1 like • 16d
I wanted to know if Schwab has a Cash Management Account (like a savings account at a bank but with higher interest) like Fidelity does. I called Schwab and was told the closest thing to a savings account at a bank but with higher interest is Schwab Prime Advantage Money Fund. In such an account you sell stock to access your money without capital gains. You are only taxed on interest not any profits made from the stock.
0 likes • 5d
@Wali Ahmed Yeah, you look like your from NY city alright. 😄
Opening a Schwab account
When opening the account at Schwab it says on the application you can get checks and a debit card. Can the checks and debit card be used on a retirement account or where?
0 likes • 10d
Opening a checking account at Schwab. I received in the mail on Tuesday, 13th, the attached that is re opening a checking account at Schwab and the benefits you get over having a checking account at the bank:
0 likes • 5d
@Jackie Gardner Your welcome Jackie. I was just talking to a Schwab about something similar, and a few days later I got that info from Schwab in the mail. I intend to open a checking account soon with Schwab.
We Want To Know
We would love for you to let us know if you used the Key To Wealth Course that we have in the classroom to open a brokerage account. We want to know how's it going so far and if you have had any difficulties using the course to help you set it up.
0 likes • 17d
I have a Schwab brokerage account but need help understanding the terms on the website, how to do basic transactions, how to open a cash management account and what it is.
0 likes • 17d
Schwab prime advantage money fund - investor shares, please explain what this is about
Learning to build Wealth
Hi, Maryland in the house looking to understand how to build wealth and how to read my portfolio where I have my money at Fidelity.
0 likes • 21d
My cousin has Fidelity also. I am hoping to learn financial terminology and navigate Schwab.
1-4 of 4
Laura Gibbs
1
3points to level up
@laura-gibbs-4837
No knowledge of financial matters

Active 1d ago
Joined Dec 24, 2025
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