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• Custodial Account Transfer | Schwab One® Custodial Account | Charles Schwab

  Find a wealth of resources to help you better understand how to manage and plan for financial well-being.

• Instructions to Open or Update a Schwab One® Trust Account with Optional Schwab Bank Investor Checking™ Trust Account | Charles Schwab

• Invested book excerpt | Charles Schwab

• How to find my tax forms on Schwab Mobile | Charles Schwab

• Schwab Money Funds | Charles Schwab

  Mutual funds designed to offer investors stability of capital, liquidity and current income.

• Trading with Technical Indicators | Charles Schwab

  In our session we show multiple indicators and see how different it was with just looking at the trend, momentum, support & resistance.

• thinkorswim web | Charles Schwab

  Trade from almost any browser with thinkorswim® web—an intuitive web platform that has the essential tools of thinkorswim desktop. No download required.

• Paper Trading | Charles Schwab

  Test drive thinkorswim with paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line.

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• ESA Distribution Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account.