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• 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.

• Investing Basics: Options | Charles Schwab

  Options are an alternative way to speculate on the performance of a security, such as a stock or ETF. Learn how options work and the risks associated with trading options.

• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• Options Exercise, Assignment & Expiration | Charles Schwab

  Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.

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

• Stop Orders: Mastering Order Types | Charles Schwab

  Stop orders can help traders gain more control of their trade objectives. Learn what a stop order is, how it works, and when you might consider using one.

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

• Leveraged and inverse products: What you need to know. | Charles Schwab

• Charles Schwab, Logica Research

• Fixed Deferred Asset Rates | Charles Schwab