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• Data Rights Request Form | Charles Schwab

• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

• Technical Indicators: 3 Trading Traps to Avoid | Charles Schwab

  A stock's price patterns can help identify entry and exit points, but don't be misled. Learn three common technical trading traps and how to avoid them.

• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account to an Inherited IRA account.

• Trading Futures vs. Stocks | Charles Schwab

  Stocks and futures both trade on exchanges, but that's where the similarities end. Futures contracts expire on a set date and can be traded using much more leverage.

• How to add a trusted contact or a beneficiary | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• Diversify to Manage Risk | Charles Schwab

  Investing too much in any single sector or asset class can result in major losses when markets are volatile. Listen to one woman's experience.

• Schwab SEP IRA | Charles Schwab

  Learn how you could make the most out of your retirement savings with your SEP IRA.

• Getting Started with Options (Week 9 of 10) | Charles Schwab

  We continue our efforts to combine multiple contracts into combination strategies, this time combining put contracts into a bullish strategy known as a "Short Put Spread".

• 3 Options Metrics to Gauge Stock Sentiment | Charles Schwab

  Investors who don't trade options can still potentially benefit from options data. Learn how you can use options data to help gauge stock momentum.