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• How to see Schwab's Portfolio Builder

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• How to Set Up thinkorswim® for Trading Futures | Charles Schwab

  Watch this video for some insider tips on how to customize thinkorswim® for trading futures.

• Schwab Futures and Forex daily Forex obligation January 2025 | Charles Schwab

• Add Account Holder to Schwab One® Brokerage Account and Associated Schwab Global Account™ | Charles Schwab

  Please complete this form to add an additional account holder to your existing Schwab One brokerage account, your associated Schwab Global Account, and, if applicable, your linked Schwab Bank Investor Checking™ account.

• Qualified Retirement Plan (QRP)/Keogh or Individual 401(k) Required Minimum Distribution Request Form | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your QRP/Keogh or Individual 401(k) account.

• Estate Planning Checklist | Charles Schwab

  See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

• Inherited IRA Distribution Calculator: Plan for Your Future | Charles Schwab

  Explore your financial plan as an inherited IRA beneficiary with Schwab's inherited IRA distribution rules calculator. Calculate the required distributions of an inherited IRA.

• Charles Schwab Futures & Forex LLC FDM-Specific Disclosure Document | Charles Schwab

• Charles Schwab Futures and Forex LLC FCM-Specific Disclosure Document | Charles Schwab

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.