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• How to apply for margin borrowing | Charles Schwab

  Learn how to submit a margin funds application to trade with margin funds on Schwab.com

• Margin Loans | Margin Trading Account | Charles Schwab

  Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you.

• The Benefits of Avoiding Probate | Charles Schwab

  Probate court can help ensure a fair distribution of your assets, but it has many drawbacks. Here's what you should know about avoiding probate.

• How to add and manage an authorized user | Charles Schwab

• Taxable Income | Schwab

  Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.

• Schwab Bank Wire Transfer Request and Authorization | Charles Schwab

  We may need to confirm your instructions prior to processing your request. To avoid delay, please complete all required fields and provide your telephone number requested in Section 2.

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• The Schwab One® Custodial Account Info Sheet | Charles Schwab

  A custodial account allows you to open an account in a child’s name and manage it, typically until the child reaches age 18 or 21 and takes full control of the account (or can be up to age 25, depending on state laws).

• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.