Understanding Account Limitations and Trading Opportunities for New Investors

Navigating the financial landscape as a new investor can be both exciting and daunting, especially when dealing with brokerage accounts and their associated rules and limitations.

Charles Schwab, like many other brokerage firms, imposes certain limits on accounts based on various factors, including the portfolio size. Let's delve into what these limitations entail for investors with smaller portfolios and how they can progress beyond these restrictions.