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• Option Traders: How Portfolio Margin Works | Charles Schwab

  Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.

• Schwab Global Account Markets and Pricing | Charles Schwab

  With the Schwab Global Account, you can trade stocks online directly in select foreign markets - in their local currencies.

• Schwab SEP-IRA Basic Plan Document | Charles Schwab

  The purpose of this Plan is to provide, in accordance with its provisions, a Simplified Employee Pension plan providing benefits upon retirement for the individuals who are eligible to participate hereunder.

• How to place an order to cover short positions | Charles Schwab

  Read PDF: Place order to cover short positionsAll-In-One Trade Ticket

• Company Retirement Account Master Account Application | Charles Schwab

  Use this form to open a brokerage account to invest the assets of your company retirement plan if your plan document allows you to conduct business with a broker-dealer.

• Online Stock Trading Tools | Web Trading Tools | Charles Schwab

  Place trades and access a wealth of trading tools, fundamental analysis, market data, industry research, and more when you trade online at Schwab.com.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Investing Principles | Charles Schwab

  The fundamentals you need for investing success. Schwab can help you create or update your financial plan using these investing basics.

• Global Issues Abound: Should Investors Be Worried? | Charles Schwab

  There's no shortage of geopolitical concerns, but do they mean trouble for the U.S. and international markets? Where should investors look for opportunities?

• How to add and manage an authorized user | Charles Schwab

  Learn how to securely provide & manage account access to authorized users.Read PDF: Add authorized user