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• 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.

• Fractional Shares | Invest in Stock Slices | Charles Schwab

  Schwab Stock Slices™ is an easy way to buy fractional shares for a set dollar cost. You can buy shares from up to ten S&P 500® companies for $5 each.

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

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

• How to Store Estate Planning Documents | Charles Schwab

  Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.

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

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

• Analyze Company Financials on thinkorswim® | Charles Schwab

  Learn how thinkorswim® can make fundamental analysis easier.

• ETF Investing at Schwab | Charles Schwab | Charles Schwab

  Whether you’re looking for low-cost Schwab ETFs or a broad selection of options, we help you find investments that may strengthen and diversify your portfolio.

• How to monitor positions | Charles Schwab

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

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• IRA/ESA Divorce Transfer Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a transfer of interest from one IRA or ESA account to a spouse’s or an ex-spouse’s IRA or ESA account as a result of a divorce decree or separation instrument.