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• Schwab Trading Activity Index™ (STAX) | Charles Schwab

  Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide.

• Schwab Individual 401(k) Plan Adoption Agreement | Charles Schwab

  These instructions are designed to help you, the Adopting Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement for the Schwab Individual 401(k) Plan.

• Supplemental Trust Account Application for Entity Trustees | Charles Schwab

  Use this form for new account opening or updating an existing Schwab account.

• Active Patience: What It's Like to Run an Investment Firm (with Mellody Hobson) | Charles Schwab

  Liz Ann Sonders interviews Mellody Hobson, Co-CEO and President of Ariel Investments, about her views on investing and the business world.

• Access the World with Schwab Global Investing Services | Charles Schwab

  With more than 20 years of experience in global investing, Schwab offers the ability to invest in foreign markets, backed by service that hinges on education and deep expertise.

• The Power of Compounding and the Definition of "Rich" (With Scott Galloway) | Charles Schwab

  Professor Scott Galloway shares his ideas on wealth and the emotional and motivational aspects of money.

• Company Retirement Account Participant Application | Charles Schwab

  Use this form to establish separate brokerage accounts for each participant in your retirement plan.

• Pledged Asset Line Automatic Payment Authorization Form | Charles Schwab

  In order to establish automatic payments to your Charles Schwab Bank Pledged Asset Line you must call 800-838-6573 or complete, sign, and return this form to Schwab Bank by fax or mail.

• Schwab 529 Education Savings Plan Withdrawal Request Form | Charles Schwab

  Complete this form to request a full or partial withdrawal from your Schwab 529 Plan Account.

• How to reinvest dividends | Charles Schwab

  Discover how to find equities that pay dividends and learn how you can reinvest them.