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• What Is an IPO Lockup Period? | Charles Schwab

  When a company goes public, inside investors can be restricted from selling ownership stakes during a "lockup period." Learn how lockup periods work.

• How to place an options trade on Schwab Mobile | Charles Schwab

• Automatic Investment Plan Application | Charles Schwab

  Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.

• What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab

  You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors.

• David Fern | Financial Consultant in TX | Charles Schwab

  David Fern is a Financial Consultant at Charles Schwab serving Southlake, TX. Request an appointment or contact us today to speak with a financial consultant.

• Jack Halle | Financial Consultant in WA | Charles Schwab

  Jack Halle is a Financial Consultant at Charles Schwab serving Redmond, WA. Request an appointment or contact us today to speak with a financial consultant.

• Greg White | Financial Consultant in CA | Charles Schwab

  Greg White is a Financial Consultant at Charles Schwab serving Seal Beach, CA. Request an appointment or contact us today to speak with a financial consultant.

• Eric Hom | Financial Consultant in CA | Charles Schwab

  Eric Hom is a Financial Consultant at Charles Schwab serving Newport Beach, CA. Request an appointment or contact us today to speak with a financial consultant.

• Mortgage Rates | Schwab Bank | Charles Schwab

  Check current mortgage rates to purchase a home or refinance your loan. Schwab offers secured loans that you can use for mortgages with affordable interest rates.

• The Pattern Day Trading Rule Explained | Charles Schwab

  Watch to learn about the pattern day trading rule, what constitutes a day trade, and how to comply with the rule.