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Leveraged and inverse products: What you need to know. | Charles Schwab
Using Futures to Hedge Against Market Downturns | Charles Schwab
Learn how futures contracts can help experienced traders and investors manage portfolio risk, including the use of a beta-weighted hedging strategy.
Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab
Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.
Identity Theft Checklist | Charles Schwab
If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.
SEP IRA Employee Summary | Charles Schwab
Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.
SIMPLE IRA Elective Deferral Agreement | Charles Schwab
Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).
Schwab Futures and Forex daily segregated requirements July 2025 | Charles Schwab
How to Identify Stock Trend Changes | Charles Schwab
Identifying potential changes in trends with highs and lows is important for every investor. Learn the basics in this video.
How Much Cash Is Too Much Cash? | Charles Schwab
Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.