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• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.

• Schwab Global Account | Global Trading | Charles Schwab

  Trade foreign stocks online in a Schwab Global Account, designed for your global trading needs. Talk to one of our Global Investing Specialists today.

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

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

• SIMPLE IRA Instructions | Charles Schwab

  Follow these instructions to open your SIMPLE IRA account.

• Request an IRA Distribution | Charles Schwab

  Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.

• Privacy Overview - Privacy Center | Charles Schwab

  Learn how Schwab protects your personal information through the Privacy Center. Read about our privacy practices and notices.

• How to use Stock Screener to find stocks | Charles Schwab

  Research stocks using popular predefined screens or create and save screens of your own in order to find stocks that meet your investment needs.Stock Screener

• 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.

• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).