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• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.

• Benefits of Tax-loss Harvesting | Charles Schwab

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

• Schwab Futures and Forex daily Forex obligation June 2025 | Charles Schwab

• How to monitor positions | Charles Schwab

• How to Handle Margin Calls | Charles Schwab

  Watch to learn what to do if you get a margin call and how to potentially avoid them.

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

• Charles Schwab Investment Management, Inc. Disclosure Brochure | Charles Schwab

  Charles Schwab Investment Management, Inc. Disclosure Brochure

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• Trading Near the Bells | Charles Schwab

  Want to trade near the bells? Learn what you should know about the market's most volatile trading hours.