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• What is a Brokerage Account | Charles Schwab

  A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• 8 Things to Know about IPOs | Charles Schwab | Charles Schwab

  What is an IPO? How does it work? If you have equity compensation, how will you be impacted? Learn what to expect during an initial public offering.

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

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

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• Protect yourself from financial fraud. | Charles Schwab

  How to identify, avoid, and report common scams.

• IRA Beneficiary Form | Charles Schwab

  This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account.

• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• New to Investing | Charles Schwab

  New to investing? Start your investing journey the right way with accounts, products, services, resources, and advice from Schwab. Choose from IRAs, investment accounts, stocks, bonds, ETFs, and more.

• Roth IRA: What is a Roth IRA? | Charles Schwab

  Learn what a Roth IRA account is and how to open a Roth IRA with Schwab to take advantage of tax-free growth potential for earnings and contributions.