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• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Types of Brokerage Accounts | Charles Schwab

  What type of brokerage account will suit your needs? Read about types of brokerage accounts and the difference between individual and joint brokerage accounts.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• How to place a wire transfer with Schwab Bank | Charles Schwab

  Learn how to wire funds from your Schwab bank account.Bank wire transfer

• What Are Index Funds? | Charles Schwab

  We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.

• What's Your Risk Capacity? | Charles Schwab

  It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.

• IRA Beneficiary Form | Charles Schwab

  This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account.

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.

• How to use fund finder | Charles Schwab

• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.