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• Supplemental Trust Account Application for Entity Trustees | Charles Schwab

  Use this form for new account opening or updating an existing Schwab account.

• Schwab Individual 401(k) Plan Adoption Agreement | Charles Schwab

  These instructions are designed to help you, the Adopting Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement for the Schwab Individual 401(k) Plan.

• Get to Know the Options Greeks | Charles Schwab

  Learn how options greeks can help you evaluate the risks and rewards of options contracts.

• 3 Hedging Strategies on thinkorswim® | Charles Schwab

  Discover hedging strategies you can use when managing your portfolio (delta, capital requirements, and return on capital) and why these concepts matter.

• Commodities Catch-up: Corn, Cattle & More | Charles Schwab

  Learn about the factors that affect key commodities like corn, cattle, crude oil, and how it can impact your everyday life--particularly in the summer.

• How to Make Rational Buy and Sell Decisions | Charles Schwab

  It can be hard to keep emotions out of your investment decisions. This framework will explain how to tune out market noise and make more deliberate choices.

• How to reinvest dividends | Charles Schwab

  Discover how to find equities that pay dividends and learn how you can reinvest them.

• Learning Quest 529 Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Learning Quest 529 Plan Account.

• How Can Vertical Spreads Help Your Strategy? | Charles Schwab

  Vertical spreads could change your risk profile and margin requirements. Find out how vertical spreads can impact a margin-approved traders' options strategy.

• Swing Trading Stocks: Strategies and Indicators | Charles Schwab

  Learn some of the basic entry and exit signals and money management techniques used in swing trading.