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• Volume Profile Indicator Study on thinkorswim | Charles Schwab

  The Volume Profile indicator study on the thinkorswim® platform can help you uncover hidden inflection price points. Learn how to use the study.

• Stock Plan Basics: Equity Compensation Explained | Charles Schwab

  Stock options, restricted stock, and restricted stock units are different ways companies can reward their employees.

• 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.

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

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

• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.

• How to Include Pets in Estate Planning | Charles Schwab | Charles Schwab

  Many people overlook in their estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone.

• Understanding Corporate Bond Analysis (With Winnie Cisar) | Charles Schwab

  Kathy Jones and Collin Martin speak with Winnie Cisar of CreditSights about how corporate bonds are rated and analyzed.

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• Trader Status & 475 Mark-to-Market | Charles Schwab

  Learn unique tax considerations that impact traders, including potentially qualifying for special taxes deductions under the Trader Status or making the 475 Mark-to-Market election.

• 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