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• Add a Schwab Global Account™ to an Existing Schwab One® Account | Charles Schwab

  Use this application if you have an existing Schwab One account or a Schwab One account with a linked Schwab Bank Investor Checking account and want to add a Schwab Global Account.

• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.

• Consider This Before Buying Crypto Treasury Stocks | Charles Schwab

  Many investors are paying a premium for cryptocurrency exposure by buying crypto treasury stocks. Here are a few things to consider before buying.

• Privacy Notice | Charles Schwab

  What does the Charles Schwab Corporation do with your personal information? Read the Charles Schwab privacy policy.

• To Know What You Know | Charles Schwab

  In a great bit of irony, to truly know if you're good at something, you have to be good at it already.

• Inherited IRA Application for a Trust Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for a trust beneficiary.

• Trading Education at Schwab | Charles Schwab

  Education is crucial, and Schwab's Lorraine Gavican-Kerr, managing director of trader education, knows traders can learn new skills, mechanics, and risk management strategies for trading.

• Theta Decay in Options Trading: Strategies to Know | Charles Schwab

  Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Inherited IRA Application for an Estate Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for an estate.