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• How to place a trade during extended hours | Charles Schwab

  Learn how to trade during the pre-market and after hours sessions with Schwab.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Fixed Deferred Asset Rates | Charles Schwab

• Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab

  Use this form if you do not want to include investment advisory products as an investment choice under your plan.

• Important Information About the Simplified Employee Pension Plan (SEP-IRA Plan) | Charles Schwab

  These instructions are designed to help you, the Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement to establish your Schwab SEP-IRA plan.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• Extended Hours Trading: Pre-Market & After-Hours Trading | Charles Schwab

  Schwab's extended hours trading sessions can help you get a jump on the markets with pre-market trading, overnight trading, and after hours trading.

• How to create a customized watchlist on Schwab Mobile | Charles Schwab

  Create and edit a customized view of your watchlists on the Schwab Mobile app.

• Index funds & ETFs: Investing in Index Funds | Charles Schwab

  Discover the advantages of index funds and how to invest in low-cost market cap index mutual funds and index ETFs with no minimums.