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• Schwab One® Custodial Beneficiary Conversion Account Application | Charles Schwab

  registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends according to your state law....

• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  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...

• Yes, You Can Give Meaningfully on a Budget | Charles Schwab

  but on a budget? Here are meaningful ways to support causes important to you and still stay within your means....

• Use Support and Resistance to Read Stock Charts | Charles Schwab

  Learn what causes support and resistance levels and how you can use these levels in your trading.

• Schwab Digital Guide | Charles Schwab

  com and the Schwab Mobile app give you the digital tools and resources you need to access and manage your accounts.Download printable version here....

• Fraud & Security Video Library | SchwabSafe | Charles Schwab | Charles Schwab

  Protecting your account from financial fraud is more important than ever. To help you stay safe against scams and scammers, we’ve created a library of short videos with tips and tactics so you can keep...keep your guard up and stay vigilant.

• Tax-time Resources | Schwab

  Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother....

• 3 Hedging Strategies on thinkorswim® | Charles Schwab

  Discover hedging strategies you can use when managing your portfolio (delta, capital requirements, and return on capital) and why these concepts matter....

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks....

• Tax-Smart Ways to Gift Stock | Charles Schwab

  appreciated investments to family members or charity can benefit others while also potentially reducing your taxes....