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• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• Why Buy a Mutual Fund | Charles Schwab

  Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.

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

  Use this form to convert a Schwab brokerage account with Custodial (UGMA or UTMA) registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends according to your state law.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• Index & Investment Term Definitions | Charles Schwab

  Transferring Accounts

• Leveraged and inverse products: What you need to know. | Charles Schwab

  Transferring Accounts

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

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

  Transferring Accounts