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• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• Three Ways to Calculate Intrinsic Value | Charles Schwab

  Watch to learn three methods for estimating an investment's intrinsic value: comparison, build up, and discounted cash flow.

• How to Buy Funds on Schwab.com | Charles Schwab

  Before building your first investing portfolio, learn how to buy funds and calculate how much to invest.

• Schwab Futures and Forex daily Forex obligation May 2025 | Charles Schwab

• Schwab Futures and Forex daily segregated requirements June 2025 | Charles Schwab

• 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 Wealth Advisory Sample Scenarios | Charles Schwab

  Explore Schwab Wealth Advisory sample use case scenarios to see how we can help you achieve your financial goals.

• Schwab One® Custodial Beneficiary Conversion Account Application | Charles Schwab

  Use this form to convert a Schwab brokerage account with Custodial (UGMA or UTMA) registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends according to your state law.