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• Charles Schwab Investment Management, Inc. Disclosure Brochure | Charles Schwab

  Charles Schwab Investment Management, Inc. Disclosure Brochure

• How to use fund finder | Charles Schwab

  Transferring Accounts

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• SIMPLE IRA Instructions | Charles Schwab

  Follow these instructions to open your SIMPLE IRA account.

• Schwab Advisor Network - Local Investment Advisors | Charles Schwab

  Let Schwab refer you to a local independent investment advisor through Schwab Advisor Network. Experienced advisors can offer you specialized guidance for your wealth management needs.

• How to add and manage an authorized user | Charles Schwab

  Transferring Accounts

• The Schwab One® Custodial Account Info Sheet | Charles Schwab

  A custodial account allows you to open an account in a child’s name and manage it, typically until the child reaches age 18 or 21 and takes full control of the account (or can be up to age 25, depending on state laws).

• Schwab Futures and Forex daily segregated requirements July 2025 | Charles Schwab

  Transferring Accounts

• How to monitor positions | Charles Schwab

  Transferring Accounts