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• How to add a trusted contact or a beneficiary | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• Web Browsers and Operating Systems | Charles Schwab

  Schwab websites work best using one of the listed web browser and operating systems configurations on this page.

• Data Rights Request Form | Charles Schwab

• Schwab SEP IRA | Charles Schwab

  Learn how you could make the most out of your retirement savings with your SEP IRA.

• How to sell a bond | Charles Schwab

• Investor Profile Questionnaire | Charles Schwab

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

• Privacy Notice for U.S. Residents | Charles Schwab

  This Privacy Notice for U.S. residents ("Notice") supplements The Charles Schwab Corporation's Privacy Notice and applies to all individuals who reside in the United States and United States Territories.

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

• How to Trade Options | Charles Schwab

  Get an overview of how to trade options using specialized tools by Schwab.

• Schwab Center for Financial Research | Charles Schwab

  The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.