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• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• What Is a Robo-Advisor? | Charles Schwab

  If it isn't a robot, what is a robo-advisor?

• REITs Basics | Charles Schwab

  A real estate investment trust, or REIT, is a type of trust that invests in a portfolio of real estate. Learn how REITs can provide a way to invest in the real estate market.

• What is Alternative Minimum Tax (AMT) and How Does It Work | Charles Schwab

  Alternative minimum tax (AMT) applies only to some taxpayers. What is the AMT and how does it work? Learn who might be affected by the AMT and what triggers it.

• Company Earnings | Charles Schwab

  Understand what impact company earnings may have on the market and your investments.

• Asset Allocation | Charles Schwab

  Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk profile.

• Fraud Prevention | Charles Schwab

  Help protect yourself against fraud and deceptive practices targeting your money and property.

• Trade execution quality | Charles Schwab

  Get an inside look at how Schwab’s order routing process seeks to obtain high-quality trade execution results.

• Compare Us | Charles Schwab

  We offer industry-leading pricing, award-winning customer service, and a Satisfaction Guarantee—something no one else promises.

• Pledged Asset Line® Wire Transfer Request and Authorization | Charles Schwab

  This Schwab Bank Wire Transfer Request and Authorization Agreement establishes additional terms and conditions relating to your Pledged Asset Line account(s), and are part of the agreement between each account holder and Schwab Bank.