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• Reassessing Your Investment Risk Tolerance | Charles Schwab

  How much risk can you really handle? Answer these three questions to help you determine your risk tolerance so you can react wisely during market volatility.

• Schwab Global Account and Schwab One Brokerage Account Transfer Form | Charles Schwab

  Use this form to transfer securities and/or funds from another financial institution (e.g., brokerage, mutual fund company, bank, or insurance company) into your Schwab One Brokerage Account and your associated Schwab Global Account.

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

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• ETFs and Taxes: What You Need to Know | Charles Schwab

  ETFs can have different tax implications depending on how they're structured and how long you've held the ETF. Learn more about ETFs and taxes to help avoid unpleasant surprises.

• U.S. Agency Bonds: What You Should Know | Charles Schwab

  U.S. agency bonds can offer slightly higher yields than Treasury bonds, without requiring investors bondholders to take on too much additional risk.

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.

• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• Commodity ETFs | Charles Schwab

  What are commodity exchange-traded funds (ETFs)? What are the benefits and risks of including them in your financial portfolio?

• Option Traders: How Portfolio Margin Works | Charles Schwab

  Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.

• How to Create Stop Orders on thinkorswim® Desktop | Charles Schwab

  In this tutorial, we'll show you three ways to create a stop order in thinkorswim® desktop.