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• Index & Investment Term Definitions | Charles Schwab

• How a Dividend Reinvestment Plan Works | Charles Schwab

  A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• Schwab Stock Slices S&P 500 list | Charles Schwab

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

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• Investing Basics: Mutual Funds | Charles Schwab

  Mutual funds have been an investing staple for many investors because of the diversification they provide.

• Can You Really Live on a Cruise Ship? | Charles Schwab

  Making a home aboard an ocean liner may sound like a dream for some retirees. Explore the pros and cons of living a life on the seas.