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• 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.

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• 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.

• Stock Analysis Using the P/E Ratio | Charles Schwab

  Find out what traders should look for and look out for with the price-to-earnings ratio (P/E ratio).

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.

• Rubi Lopez | Financial Consultant in CA | Charles Schwab

  Rubi Lopez is a Financial Consultant at Charles Schwab serving Woodland Hills, CA. Request an appointment or contact us today to speak with a financial consultant.

• Wyatt West | Financial Consultant in FL | Charles Schwab

  Wyatt West is a Financial Consultant at Charles Schwab serving Coral Gables, FL. Request an appointment or contact us today to speak with a financial consultant.

• Portfolio Margin vs. Regulation T Margin | Charles Schwab

  Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin.

• Trading Up-Close: Short Selling Overview | Charles Schwab

  Learn the basics around the concept of short selling and the mechanics of how a short sale works.