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• Credit Card FAQs | Charles Schwab

  Get answers to frequently asked questions about Charles Schwab Cards from American Express.

• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• Trade Away Practices | Charles Schwab

  Information about Trades Executed through Broker-Dealers Other than Schwab in the Managed Account Select® and Managed Account Connection® Programs.

• thinkorswim | Charles Schwab

  Take advantage of the award-winning thinkorswim® platform suite and all its cutting-edge tools, now exclusively at Schwab.

• Student Debt: Is College Worth It? | Charles Schwab

  The cost of college is on the rise. Is student loan debt worth it?

• Jordan Kirk | Financial Consultant in WA | Charles Schwab

  Jordan Kirk is a Financial Consultant at Charles Schwab serving Lynnwood, WA. Request an appointment or contact us today to speak with a financial consultant.

• Jay Wilson | Financial Consultant in TX | Charles Schwab

  Jay Wilson is a Financial Consultant at Charles Schwab serving Houston, TX. Request an appointment or contact us today to speak with a financial consultant.

• Jeffrey S. Bowden | Financial Consultant in CA | Charles Schwab

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

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• Investing Basics: Forex | Charles Schwab

  Learn how to speculate on foreign currency prices in the forex market and decide if you want to expand your investing to the largest financial market in the world.