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

• 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.

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

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

• How to place an options trade | Charles Schwab

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

• Alex West | Financial Consultant in CA | Charles Schwab

  Alex West is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• Fixed Deferred Asset Rates | Charles Schwab

• Charles Schwab, Logica Research

• How Are Options Taxed? | Charles Schwab

  If you're new to options trading, you may be wondering how those trades are taxed. Here's a rundown of some potential tax pitfalls with options strategies.

• Stock Analysis Using the P/E Ratio | Charles Schwab

  Find out what traders should look for and look out for with the price-to-earnings ratio (P/E ratio).